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.
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Latest News
The Roth 5-Year Rule: Making It Make Sense
Learn about the nuances of the Roth-5 Year Rule for even the most seasoned investor.
October 22, 2026
David Lerner Associates Donates to NCPD Officer through the L.I Police Crisis Fund
The firm recently gave $2,500 to Nassau County Police Officer Rob Dones, who lost his wife to colon cancer this past summer through the Long Island Police Crisis Fund.
October 21, 2026
Review Investments & Retirement: What to Check Before Year-End
Retirement accounts may need regular check-ins as contribution limits, income, and goals change. Review your investment planning in the last stretch of 2026.
October 20, 2026
Insurance & Emergency Funds: Closing the Gaps Before Year-End
Insurance and emergency savings can help protect households from costly surprises. Review them together to identify how long savings could realistically last.
October 16, 2026