The Lerner Group: Wealth Managed to a Fiduciary Standard

Introducing JR Gondeck and Vanessa N. Martinez’s book: Family Value at Risk

Our Fiduciary Commitment To You

We believe that wealth is the embodiment of your hard work, experiences, values and passions. Our clients entrust us with more than assets, which is why our team is dedicated to protecting and enhancing all areas of your financial life.
As proud fiduciaries, we place our client’s values and interests at the heart of every decision. We are committed to creating a holistic, integrated wealth management experience with a thorough focus on your current needs and long-term goals. From career changes and retirement, to weddings and new additions to the family, we’re humbled to celebrate and support our clients throughout major life events.

About Us

Our consistent, sophisticated approach to wealth management and financial advice is the byproduct of decades of industry experience developed by our founder, Dr. Eugene Lerner. As portfolio managers, we act as thoughtful stewards of your wealth, capitalizing on opportunities in the market while minimizing risk.

We serve a wide range of clients including high net worth individuals, foundations, profit sharing plans, and pension plans with a profound understanding of the financial and economic landscape. We focus on your individual goals, guiding you towards prudent, long-term investment strategies to help preserve and enhance your wealth.

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.
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