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Providing Hands-On
Financial Guidance

Discover How We Help With:

Financial Planning Health Benefits

Welcome to Lerner

Csernai and Fath Financial Group

We Can Get You There

With over 230 years of combined experience, we’ve helped thousands of educators, families, medical professionals, entrepreneurs and more find financial clarity. As an independent, fiduciary firm, developing solutions entirely customized to your needs is our specialty.

From the beginning, we were established on the commitment to build long-term relationships based on:





Accountability: Work with diligence and integrity to exceed not only our clients' expectations, but personal expectations as well.

Compassion: Put the needs of others in the forefront of our everyday practice.

Team: Rely on and support each other through both professional and personal pursuits.

Community: Have an impactful presence where we live and work by fostering relationships for the greater good.

Fun: Share our joy in the work we do together with the clients we serve.

Experience a Clear Path

To Achieve Your Long-Term Financial Goals

Similar to the values on which we were founded, our mission is straightforward: we are committed to partnering with our clients to help them achieve financial independence by using a unique process of innovative strategies and concepts.

Together, we’ll clarify your needs as we work to build, secure and enjoy your wealth - one step at a time. 

Here Are a Few Things That Truly Set Us Apart

Depth of Knowledge & Expertise

Our team offers dynamic financial expertise from the forefront of the industry. 


We provide unwavering advocacy that is driven by a fiduciary commitment. 

Goals-Based Planning

Our clients’ objectives span across corporate retirement planning and individual wealth management. 

Boutique Experience

We proudly offer personalized, ongoing education toward enhanced financial understanding. 

Get In Touch With Us

Contact Us