Michael Lehman Email & Phone Number

Michael Lehman is the CEO and Founding Partner of Premier Path Wealth Partners. Before launching Premier Path, Michael ran an advisory group at Merrill Lynch for 12 years and at Wells Fargo before that. Michael brings over 25 years of comprehensive experience to the firm and has developed a unique perspective in working with families, business owners, and executives. Michael has established and continues to grow a robust financial services firm built on the principle of understanding his clients' unique needs and concerns to simplify their financial lives. Michael is acknowledged as a seasoned professional who seeks the latest, most advanced knowledge and techniques to address the sophisticated needs of high-net-worth clients and companies’ retirement plans. Michael’s industry accreditations include the CERTIFIED FINANCIAL PLANNER™, CFP® certification, Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Chartered Retirement Planning Counselor™, CRPC™ designations. Forbes has also recognized Michael on the Best-In-State Advisors list in 2022, 2021, 2020, 2019 and 2018 and Forbes Best-In-State Wealth Management Teams, 2023. Michael earned a Bachelor of Science degree in Business Administration from Rider College, where he majored in Decision Sciences and was a scholarship wrestler. Committed to sharing his time and knowledge, Mike is a Stand Up for Financial Literacy founding member. He lives with his wife, Nina, an art teacher, and their two daughters in Basking Ridge. They enjoy exploring, traveling with the family, and volunteering for various charitable causes.

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  Ceo, Founding Partner

  Premier Path Wealth Partners

  May 2023 - Present - Madison, New Jersey, United States

  As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare for tomorrow and beyond. As a growing firm, we are also looking to attract like-minded advisors who believe in our mission to perform at the highest level for our clients.

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  Rider University

  Bachelor'S Degree