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.

Our Approach

Foundations Built on Family Values

Your Family values are the foundation that your wealth is built on. Our goal is to ensure that your values and investments work in harmony. Our approach utilizes strategies that foster communication and inclusive family education to encourage intentional decision-making.

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Wealth Management

We design tailored financial plans and align your investment portfolios to reflect your family's vision and values.


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Estate Coordination

We provide strategic solutions that integrate the complexities of wealth transfer optimization.


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Legacy Planning

We help families cultivate their vision and thoughtfully communicate their values to bestow a lasting legacy.


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FEATURED

Why this investor says Shopify is like "a mini Amazon"

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FAANG Stocks Are Overvalued, the Lerner Group Says

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U.S. stocks surge as treasury yields pare gains

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BLOGS

MOVING MARKETS

Moving Markets is your solution for keeping up with the ever-changing financial markets. Navigating the economic landscape by interpreting news and market trends can be daunting. JR Gondeck, Partner...

Family Value at Risk (FVR)

Welcome to the FVR blog! When you think of wealth, what’s the first thing that comes to mind? Naturally, we think of wealth as money. That is not always the case, wealth is so much more than money. Wealth can be...

RETIREMENT PERSPECTIVE

The Retirement Perspective offers strategic financial ideas and solutions on retirement planning topics that will resonate with individuals approaching or in retirement. Subjects covered offer...

MONEY MENTOR YP

Hello and welcome to MoneyMentor YP, a financial blog for young professionals. My goal is to provide practical, actionable financial advice that you can apply to your own life. This source will share various...

BLUEPRINT 4 GROWTH

Blueprint 4 Growth features “timely & timeless” ideas and best practices of high-performance growth firms focused on building the practice of the future. One of the central organizing principles is to...

THE SHARPE INVESTOR

Hello and welcome to The Sharpe Investor! Here we will dive into different economic and financial topics to find out what they really mean and more importantly, what they mean for you. Investing can be an...

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The Lerner Group