Building a Legacy Wealthier than Money

Take Our Quiz

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.

Several people holding a toy house in their joined hands

Wealth Management

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

Learn about our services

Estate Coordination

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

Learn about our services

A young family reviewing papers with an advisor
Grandparents and Grandchildren running on a beach

Legacy Planning

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

Learn about our services



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...


We like to think of wealth planning in an unconventional way. We believe that your family values are the foundation your wealth is built on. Our wealth approach utilizes strategies that foster communication and...


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...


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 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...


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...

The Lerner Group