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The Lehman Eger Group

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The Lehman Eger Group

Wealth Management Group

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Merrill Lynch
Wealth Management

“The Lehman Eger Group helps business owners, corporate executives, and families with multigenerational wealth to grow, preserve, and transfer their legacy. Exceptional advice and a passion to serve each client is our core foundation.”

Michael Lehman CFP®, CPWA®, CEPA®

Welcome to the Lehman Eger Group

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Michael Lehman was selected as "Best-In-State Wealth Advisors" by Forbes in 2018-2020.
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.


Our mission is to help affluent families, individuals, and business owners simplify life’s financial challenges by delivering customized strategies with a commitment to superior client service. Relationships with clients are at the heart of our practice. By listening to and understanding each client’s unique goals and needs, we are able to deliver personalized advice and guidance to assist with the creation, preservation, and transfer of wealth to help create an enduring legacy.

Clients We Serve

Business Owners

  • Working with you in a time-sensitive manner, knowing that you face competing demands from your business and your personal finances.
  • Managing your cash and financing needs to provide for employees and plan for your company’s future growth.
  • Investing for the short- and long-term goals of your company while strengthening both your business and personal finances.
  • Establishing a retirement plan to help secure your future and that of your employees.
  • Safeguarding your business and your family’s future with business continuation, wealth transfer or succession planning strategies.


Corporate Executives

  • Providing strategies that seek to reduce the risk of a concentrated stock position that ties you to your company’s performance.
  • Navigating and complying with SEC rules, your company’s trading restrictions, and equity reporting requirements.
  • Developing a long-term financial strategy while addressing day-to-day portfolio management as your career advances and your goals change.
  • Providing easier access to liquidity strategies that allow you to live the lifestyle you want, even where your cash flow may be uneven throughout the year.
  • Working with you in a time-sensitive manner, knowing that you are extremely busy and your career is a priority.


Family Wealth

  • Being financially aware to recognize that with significant wealth comes the need for a higher level of understanding in approaching wealth management.
  • Developing a financial strategy that balances your family’s lifestyle, including personal spending, savings, and investment objectives.
  • Managing legacy assets responsibly to navigate the unique challenges that wealth can create for you and future generations of your family.
  • Implementing a well-defined transition plan to define your family’s legacy.
 
*Financing Services are through Bank of America, N.A.

What Differentiates Us?

Relationships
Relationships are at the heart of our practice. By listening to and understanding each client’s unique goals and needs, we are able to deliver personalized advice and guidance that goes beyond investments to connect all aspects of our clients’ lives.

Experience
The Lehman Eger Group consists of highly skilled and dedicated professionals, collectively bringing more than 100 years of financial services experience to each client. Industry experience, along with distinguished designations such as the CERTIFIED FINANCIAL PLANNER (CFP®) professional, Chartered Retirement Planning Counselor (CRPC®), and Certified Private Wealth Advisor (CPWA®), have us uniquely qualified to address the complex needs of our clients.

Service and Execution
The Lehman Eger Group is dedicated to the highest level of personalized client service. Our core values of accountability, discipline, process, and accessibility reflect our passion to serve our clients. We work closely with other trusted advisors, including attorneys and CPAs, to address all of our clients’ unique wealth management needs.

Resources
With access to the investment insights of Merrill, the Trust & Estate services of Bank of America Private Bank, and the banking capabilities of Bank of America, The Lehman Eger Group combines the resources of a global financial services firm with our own brand of an intimate family office boutique-like experience to provide our clients with customized and goals based financial strategies.

Our Investment Approach

Our team’s philosophy is to focus on helping you meet your goals. We do this by considering your return objectives, liquidity requirements, time horizon, tax situation and risk tolerance.

By incorporating independent expertise, firm research, and the extensive resources of our Chief Investment Office, coupled with our institutional-quality investment process, we carefully construct a diversified portfolio customized to your needs.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Michael Lehman

Forbes “Best-in-State Wealth Advisors”  2018, 2019 and 2020

Our Group

Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Tricia Kropp

Tricia Kropp

Trust Specialist

Bank of America, N.A.

Aileen T. Takio, CRPC®, CRPS®, CPFA, C(k)P®

Aileen T. Takio, CRPC®, CRPS®, CPFA, C(k)P®

Employee Benefits Specialist

Merrill Lynch

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.