Andrew Lerner, Cfp®, Chfc®, Awma™ Email & Phone Number

Andrew was one of the founding members of The Atlantic Group. He leads a team comprised of professionals with diverse experience in all areas of wealth management services to provide the personal attention of a boutique family office, together with the resources of a global investment firm. As part of The Atlantic Group, Andrew’s responsibilities include working closely with clients to create and recommend tailored wealth management strategies, evaluating and monitoring portfolio performance within common stocks, municipal, corporate and government bonds, options and mutual funds. He focuses on working with business owners and professionals, setting domestic and global equity/fixed income strategic-tactical asset allocation models.I am licensed in the following state(s)*: AL, CA, FL, GA, IN, KY, LA, MA, MD, ME, MS, NC, ND, NJ, NY, OH, PA, PR, SC, TX, VA, WA, WVAny information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only.Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Financial Advisory, 401K Rollovers, Investment Strategies, Investments, and 8 others.