As time passes, we don't grow our

client base, we grow our family.

Our team values inclusive family dynamics and takes a family approach to managing wealth. We find that collaborative decision-making and engagement from both partners helps lead to better outcomes. We pride ourselves on building authentic, meaningful connections with the families we serve, and we're committed to leading with courage, respect, and integrity.

Managing Director, Partner

Managing Director, Partner

Managing Director, Partner

Our team blends a broad mix of
disciplines and multi-generational
perspectives and experience to
tackle complex financial challenges.

Meet Our People

Wealth Advisor

Wealth Advisor

Wealth Advisor

Wealth Advisor, Head of Financial Planning

Wealth Advisor

Wealth Strategist

Fixed Income Portfolio Manager

Junior Financial Analyst

Director of Business Strategy

Executive Administrator

Marketing and Communications Coordinator

Senior Private Wealth Associate

Private Wealth Associate

Office Administrator


The Lerner Group