Why Net Financial?

Net Financial is a trusted partner for individuals, families, and businesses seeking to achieve financial independence and security. With over 30 years of industry experience, we provide personalized financial guidance, comprehensive planning, and a commitment to your long-term success.

MEET THE CEO & CO-founder

Hey, I'm David Lee

“When I founded Net Financial, it wasn't just about starting another investment firm. It was about fulfilling a deeply personal mission—one that stems from my own journey and the lessons I've learned along the way.”
- David Lee

The decision to start was born from a simple yet powerful realization: financial independence shouldn't be a privilege reserved for the few.

OUR APPROACH

Empowering Your Financial Independence

We start by listening. Understanding your goals, dreams, and concerns is the foundation of our process. From there, we craft a customized strategy, implement your plan with care, and provide ongoing guidance as your life and the markets evolve.

Our Client Process

Personalize Strategies

  • No two investors are the same and neither are the opportunities they face. We build personalized strategies that blend traditional investments with forward-looking solutions, tailored to your risk tolerance, time horizon, and life goals.

Navigate Complexity

  • We guide our clients through the ever-evolving landscape of both traditional and digital finance. Our approach includes regular, clear communication about changing market conditions, economic indicators, and geopolitical events that could impact your portfolio.

Manage Risk

  • From market volatility and inflation to and digital asset custody, we develop holistic strategies to manage and mitigate these risks. By integrating time-tested principles we help preserve capital and protect downside exposure.

Educate

  • We believe financial literacy is your greatest asset. That’s why we go beyond surface-level advice to offer clear, jargon-free education on both familiar concepts and emerging technologies.

Get In Touch

Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.

Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.

Contact Information:

Digitas Global, LLC dba Net Financial

24285 Katy Freeway, Suite 300, Katy, Texas 77494

Email: [email protected]

Phone: (346) 258-6100