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
Latest News
Living Benefits: Accessing Your Life Insurance While Living
A living benefits rider, often called an accelerated death benefit rider, is a life insurance policy that can offer long-term care benefits.
September 30, 2026
Naming a Life Insurance Beneficiary: What Families Get Wrong
Beneficiary designations for life insurance are separate from will designations. Updating your life insurance beneficiary can be essential to your legacy.
September 25, 2026
6 Steps Before the Medicare Enrollment Window Opens
The decisions you make before Medicare begins can affect your healthcare coverage and retirement income. Learn what to do before the enrollment window.
September 21, 2026
Missed 401(k) Day? Don’t Worry, that’s Kind of the Point
401(k) day happened in early September. However, there are still ways consider the 2026 theme, "Never Too Little, Never Too Late," year-round.
September 19, 2026