# David Lerner Associates > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-06. - **Brand record:** https://optimly.ai/brand/david-lerner-associates - **Dataset:** https://optimly.ai/brand/david-lerner-associates.json - **Markdown:** https://optimly.ai/brand/david-lerner-associates/llms.txt - **Official website:** https://davidlerner.com - **Slug:** david-lerner-associates - **Categories:** fintech-financial-services ## Overview - **Tagline:** David Lerner Associates is a privately held securities broker/dealer providing investment counseling, financial education, and personalized investment services. Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Description:** 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: Brand's website (https://davidlerner.com) · 2026-11-06 ## Identity - **Mission:** 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: Brand's website (https://davidlerner.com) · 2026-11-06 - **Founders & leadership:** Martin Walcoe — President & CEO. Other named senior investment leaders include Scott Ente, Gary Isler, Michael Norton, and Scott Mass. Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Website:** https://davidlerner.com Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Voice & tone:** Educational, personalized, reassuring, practical, and focused on sensible long-term investing. Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Founded:** 1976 Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Parent ownership:** Privately held Source: Brand's website (https://davidlerner.com) · 2026-11-06 ## Offerings - **Problem solved:** Helps individuals understand investment opportunities, prepare for retirement, manage investment and financial decisions, and pursue their financial goals through education and personalized guidance. Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Core capabilities:** - 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 Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Products / SKUs:** - Spirit of America family of mutual funds, consisting of six funds - A range of investments designed to pay dividends, distributions, or interest Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Pricing:** Investment counseling appointments are free. Investment seminars are free. No other pricing information is provided. Source: Brand's website (https://davidlerner.com) · 2026-11-06 ## Audience - **Target industry:** Financial services and securities brokerage Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Customer base:** Individual investors, retirement savers, families, and members of the public seeking investment education and guidance. Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Ideal customer profile:** Individuals seeking personalized, face-to-face investment counseling and education, particularly people planning for retirement or working toward long-term financial goals. Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Use cases:** - 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 Source: Brand's website (https://davidlerner.com) · 2026-11-06 - **Customer outcomes:** - 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 Source: Brand's website (https://davidlerner.com) · 2026-11-06 Page last updated 2026-11-06. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.