Insurance & Benefits

We offer medical, dental, vision, life, AD&D, and long-term disability insurance; 401(k) with matching contributions; FSA, HRA's and more!

Culture & People

David Lerner Associates is a family-owned and operated company, with large company perks & benefits. Our success is due, in part, to creating an environment where employees feel valued and love to come to work.

Become an Investment Counselor

Your success is our goal! If you are highly motivated and want a career with unlimited earnings potential, we want to meet you.

David Lerner Associates has been in business since 1976 and has now grown to 185 employees in 5 locations. The success of our company is the direct result of “staying the course.” Our mission is to educate the public on our “sensible middle ground investing” strategy to build and preserve assets. We are focused, driven, and truly believe in what we do.

Career Opportunities

Open Positions: 202

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Latest News

Catherine Guerrieri

Budgeting Your Way to a Secure Financial Future

The budget is a fundamental tool often overlooked when pursuing financial security and prosperity. Crafting a budget isn't just about tracking expenses; it's about sculpting a roadmap to your financial goals. Here's why having a budget is non-negotiable for securing your financial future: Understanding Your Financial Landscape Before...

Catherine Guerrieri

Money Smart Week 2024

Do you ever wonder where your money disappears every payday or feel that getting out of debt is an unreachable goal? National Money Smart Week presents an ideal opportunity to enhance your understanding of personal finance. This annual nationwide event aims to enhance the public's understanding...

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