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.