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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

Navigating Retirement as an Older American

Retirement marks a significant milestone in life, offering opportunities for rest, relaxation, and pursuing passions. However, navigating retirement as an older American requires careful planning and consideration to ensure fulfilling golden years. This article explores essential tips and strategies for older Americans to maximize their retirement...

Catherine Guerrieri

May is Older Americans Month

Older Americans Month (OAM) is a time to celebrate the contributions and achievements of past and current older adults in our society. It's a month set aside to recognize older Americans' wisdom, resilience, and experience, shedding light on issues that impact their well-being, aiming to guarantee...

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