David Lerner Associates
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Overview
Tagline Brand's website · 2026-11-06
David Lerner Associates is a privately held securities broker/dealer providing investment counseling, financial education, and personalized investment services.
Description Brand's website · 2026-11-06
Founded in 1976, David Lerner Associates is a privately held securities broker/dealer with clients’ assets of more than $4 billion. The firm offers face-to-face investment counseling, free investment seminars, educational resources, and a range of investments, including the Spirit of America family of mutual funds.
Identity
Mission Brand's website · 2026-11-06
To educate the public about investing opportunities and guide investors toward investments the firm believes can help them achieve their financial objectives, following a “Sensible Middle Ground of Investing®” approach.
Founders & leadership Brand's website · 2026-11-06
Martin Walcoe — President & CEO. Other named senior investment leaders include Scott Ente, Gary Isler, Michael Norton, and Scott Mass.
Website Brand's website · 2026-11-06
https://davidlerner.com
Voice & tone Brand's website · 2026-11-06
Educational, personalized, reassuring, practical, and focused on sensible long-term investing.
Founded Brand's website · 2026-11-06
1976
Parent ownership Brand's website · 2026-11-06
Privately held
Offerings
Problem solved Brand's website · 2026-11-06
Helps individuals understand investment opportunities, prepare for retirement, manage investment and financial decisions, and pursue their financial goals through education and personalized guidance.
Core capabilities Brand's website · 2026-11-06
- Investment counseling
- Personalized face-to-face financial guidance
- Retirement planning education
- Investment planning
- Financial literacy education
- Free investment seminars
- Investment portfolio guidance
- Access to a range of investments
Products / SKUs Brand's website · 2026-11-06
- Spirit of America family of mutual funds, consisting of six funds
- A range of investments designed to pay dividends, distributions, or interest
Pricing Brand's website · 2026-11-06
Investment counseling appointments are free. Investment seminars are free. No other pricing information is provided.
Audience
Target industry Brand's website · 2026-11-06
Financial services and securities brokerage
Customer base Brand's website · 2026-11-06
Individual investors, retirement savers, families, and members of the public seeking investment education and guidance.
Ideal customer profile Brand's website · 2026-11-06
Individuals seeking personalized, face-to-face investment counseling and education, particularly people planning for retirement or working toward long-term financial goals.
Use cases Brand's website · 2026-11-06
- Retirement planning
- Investment planning
- Understanding investment opportunities
- Managing retirement savings
- Preparing for inflation and changing retirement costs
- Learning about financial literacy and credit
- Reviewing investment strategies during market volatility
- Teaching children and families about money
Customer outcomes Brand's website · 2026-11-06
- Greater understanding of investing opportunities and financial concepts
- Guidance aligned with individual financial goals
- More comfortable and informed investment decisions
- Support in preparing for retirement
- Improved financial literacy
- Ongoing investment guidance as circumstances change
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Claim David Lerner Associates — free →Page last updated 2026-11-06.