{"name":"David Lerner Associates","domain":"davidlerner.com","url":"https://optimly.ai/brand/david-lerner-associates","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"David Lerner Associates is a privately held securities broker/dealer providing investment counseling, financial education, and personalized investment services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Martin Walcoe — President & CEO. Other named senior investment leaders include Scott Ente, Gary Isler, Michael Norton, and Scott Mass.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://davidlerner.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Educational, personalized, reassuring, practical, and focused on sensible long-term investing.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1976","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Privately held","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps individuals understand investment opportunities, prepare for retirement, manage investment and financial decisions, and pursue their financial goals through education and personalized guidance.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Investment counseling\nPersonalized face-to-face financial guidance\nRetirement planning education\nInvestment planning\nFinancial literacy education\nFree investment seminars\nInvestment portfolio guidance\nAccess to a range of investments","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Spirit of America family of mutual funds, consisting of six funds\nA range of investments designed to pay dividends, distributions, or interest","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Investment counseling appointments are free. Investment seminars are free. No other pricing information is provided.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services and securities brokerage","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individual investors, retirement savers, families, and members of the public seeking investment education and guidance.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Individuals seeking personalized, face-to-face investment counseling and education, particularly people planning for retirement or working toward long-term financial goals.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Retirement planning\nInvestment planning\nUnderstanding investment opportunities\nManaging retirement savings\nPreparing for inflation and changing retirement costs\nLearning about financial literacy and credit\nReviewing investment strategies during market volatility\nTeaching children and families about money","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Greater understanding of investing opportunities and financial concepts\nGuidance aligned with individual financial goals\nMore comfortable and informed investment decisions\nSupport in preparing for retirement\nImproved financial literacy\nOngoing investment guidance as circumstances change","source_type":"1p_website","source_label":"Brand's website","source_url":"https://davidlerner.com","updated_at":"2026-11-06T22:11:40.921786+00:00"}]}],"last_refreshed_at":"2026-11-06T22:11:40.932683+00:00","last_changed_at":"2026-11-06T22:11:40.939884+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=be689bcb-2c80-421e-9390-e79398cefb13"}