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About David Lerner Associates

Since 1976, David Lerner Associates has been dedicated to building and preserving investors’ assets.

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Latest News

The Encore Entrepreneur: Older Americans Starting Small Businesses in Retirement

May 5, 2026
What Older Americans Month Reveals About the New Reality of Retirement

May 4, 2026
The Midlife Money Pivot: Why Your 50s and 60s are Essential for Retirement Planning

May 1, 2026
Don’t Avoid Long-Term Care Planning: Why Ages 50–60 Are a Critical Window

April 27, 2026
Financial Literacy and Smart Money Decisions

April 24, 2026

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Corporate headquarters

477 Jericho Turnpike
PO Box 9006
Syosset, NY 11791-9006

Call us 1-800-367-3000

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Branch Locations

» Boca Raton, FL
» Lawrenceville, NJ
» Syosset, NY
» Westport, CT
» White Plains, NY

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This site is published in the United States for U.S. residents only.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. David Lerner Associates, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
There are risks inherent in investing.

© David Lerner Associates, Inc.

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