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

The New 401(K) Catch-Up Contribution Changes Coming In 2026
Catherine Guerrieri

The New 401(K) Catch-Up Contribution Changes Coming In 2026

In December 2022, Congress ushered in the SECURE 2.0 Act, an ambitious piece of legislation aimed at bolstering the retirement prospects of both current and future generations of American workers. This comprehensive act introduced numerous changes, with a particular focus on the rules governing 401(k)...

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