Benjamin Lehrhoff Email & Phone Number

I knew from an early age that I wanted a career in wealth management. I was advised by a fellow Lehigh graduate that getting my CPA would be a great start, so I spent the early part of my career auditing brokerage firms to learn the business. When I was ready to start my career in wealth management I interviewed with several firms – looking back, the process seems very similar to our clients search for a wealth management firm. Bernstein was the only firm I met with that wanted me to learn how to be an advisor before giving me the job. They were very protective of their clients and reputation. It felt like a place where I could be for a very long time – the rest is history. I grew up in a large family, I am one of 6 children, including 3 siblings that were born at the same time as me (yes – that means I’m a quadruplet). We are all very different and my parents thought it was important to treat us an individuals. My father ran his own business so worked late and traveled frequently – from a young age I was often asked by my parents to take on additional responsibilities that my siblings were not asked to do. I took pride in being relied upon by my parents to help the greater good, even if it meant extra work for me. I understood that my siblings had different skills and contributed in their own way. As an advisor I take great pride in the responsibility clients entrust me with in taking care of them and their families. I also understand that caring for clients is not a one-man job and I enjoy collaborating with my colleagues and outside professionals to make sure clients are in the best position to succeed.

Listed skills include Investments, Wealth Management, Estate Planning, Finance, and 12 others.