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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

8 Financial Lessons from Great Presidents

Presidents’ Day is a time to honor the leaders who have shaped the history of the United States. While much of the focus is on their leadership in politics, war, and diplomacy, many of our Presidents’ also demonstrated financial wisdom that can serve as timeless...

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