The Lerner Group
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
5200 Town Center Cir Ste 105, Boca Raton...Phone Number
(561) 486-8338Website
lerner.hightoweradvisors.comRevenue
$8.5 MillionIndustry
About The Lerner Group
The Lerner Group is a financial advisory firm based in Deerfield, IL, specializing in holistic wealth management for families. They offer services such as financial planning, estate coordination, and legacy planning, focusing on aligning family values with investment strategies. Their approach emphasizes communication and education to facilitate intentional decision-making among family members. The firm aims to help families build a lasting legacy while preserving and enhancing their wealth.Explore more
The Lerner Group Org Chart
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The Lerner Group is a financial advisory firm based in Deerfield, IL, specializing in holistic wealth management for families. They offer services such as financial planning, estate coordination, and legacy planning, focusing on aligning family values with investment strategies. Their approach emphasizes communication and education to facilitate in... Read More
