Helping Build Wealth and Trust in Hawaii Since 1988

Our Philosophy
Losses hurt more than equivalent gains help. 

Welcome to Lee Financial Group Hawaii! We’re a Hawaii based investment management firm offering services to a broad range of clients, including individuals, trusts, estates, businesses, mutual funds, charitable organizations, and pension plans.

Why do our clients choose Lee Financial Group Hawaii? We believe it’s because of our old fashioned “aloha” spirit. Since 1988, we’ve focused on building a business that is rooted in strong family and community values. At Lee Financial Group Hawaii, we spend time with our clients, getting to know them and their concerns.

Our entire staff is committed to servicing each client in a professional, honest and friendly manner. When you work with our firm, we hope you become part of our extended family. With a breadth of experience, Lee Financial Group Hawaii strives to help clients achieve their investment goals.

  • We are an independent, privately owned firm with deep roots in the community.
  • We help develop and manage investment strategies based on your unique needs.
  • We are committed to helping you achieve your goals and objectives.
  • We pride ourselves in providing personal and professional attention and service.
  • We are a NMSDC Certified Minority-Owned Business Enterprise.

Check the background of this firm on FINRA’s BrokerCheck.


Hawaii Municipal Fund