The Lehman Eger Group

Merrill lynch

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 CPWA®, CFP®, CRPC®, CPFA®

Welcome to the Lehman Eger Group


Michael Lehman was selected as "Best-In-State Wealth Advisors" by Forbes in 2018 and 2019.
*Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, click Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor 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

  • Provide 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.
  • Provide 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 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.

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.

With access to the investment insights of Merrill Lynch, the Trust & Estate services of US Trust, 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 Merrill Lynch 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 Merrill Lynch Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Merrill Lynch 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.



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

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

Aileen T. Takio

Retirement Plan Manager

Merrill Lynch

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.

Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
Using your finances to bring it all together
  • Merrill Lynch 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

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

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 strategy, 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 periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

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

    It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click

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

    Your advisor is a click away through our Secure Inbox and texting application

    Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income

      Let’s Have a Conversation

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

      Why Merrill Lynch?

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


      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.

      Getting to know you is our primary goal.

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

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

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