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 in 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.

Wealth Advisor

Wealth Advisor

Fixed Income Portfolio Manager

Director of Operations

Head of Financial Planning

Wealth Strategist

Director of Business Strategy

Executive Administrator

Senior Private Wealth Associate

Private Wealth Associate

Private Wealth Associate

Private Wealth Associate

Private Wealth Associate

Contact The Lerner Group

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