Michael Norton / Senior Vice President


Services Offered:


  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service & Complimentary Consultations

Ready to work together on your financial future?

We believe that the best way to help you with your financial goals is to meet with you face- to-face, either in your home, virtually, or at one of our branch offices. Use the form below to schedule an appointment.
Is your portfolio aligned with your financial goals and objectives? Are you saving for retirement? Will your assets last as long as your retirement does? Will your family be protected if something happens to you? I can help you answer these questions and many more. Make an appointment now by using the form below.
Do you know someone who can use help managing their financial goals? By filling out the form below, your friends or family members will get an email with my contact information. I’m happy to offer complimentary, no-obligation consultations and would welcome the opportunity to meet with your family or friends.

Latest News

7 Ways to Bulletproof Your Finances Ahead of a Likely Recession In 2023

1 Feb 2023 - Discussions about a looming recession have been making headlines for months, with no conclusion on what Americans can expect.

Tax Identity Theft Week

30 Jan 2023 -

Tax Identity Theft Week happens every year and begins on the last Monday of January. 


Financial Planning Mistakes to Avoid in The New Year

27 Jan 2023 -

Financial planning entails setting specific financial goals, saving habitually, investing those savings in wealth-building assets, and protecting your assets.


There are risks inherent in investing. 

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. David Lerner Associates, Inc. cannot guarantee future financial results.