Financial Planning

Financial Planning

We invite you to partner with us because our clients are a priceless treasure. We will demonstrate that we care about protecting and preserving our clients’ wealth, but even more, we care about their lives, their families, their daily challenges, joys and sorrows.

It is important to us that you recognize we are a completely independent firm, and are fiduciaries who are free from the conflicts of interest many investors may have experienced with other firms. For example, we do not aggressively market expensive products that don’t necessarily meet client needs, nor do we trade excessively in an attempt to generate commission income. Our clients have come to expect complete transparency and professionalism from us, not salesmanship. The fiduciary obligation is crucial because, as fiduciaries, we are bound by our legal and ethical duty to fulfill that obligation in your best interest.

While we are very proud to be a success and to be recognized in the financial services industry, we respect—and are grateful to—our clients. We understand the value of humility. Not only is it valuable to our success, but it’s also an important virtue and helps us become closer to our clients. We are humbled by our clients’ confidence in us, and for their unconditional support.

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
Tel: 800.860.1010 or 631.454.2000


Advisory services offered through Lantern Wealth Advisors, LLC., a registered investment advisor. Securities offered through Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.