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Bringing Innovative Strategies & Concepts

To Our Clients for Over 50 Years

Our Journey Continues With Your Success in Mind

Lerner, Csernai and Fath Financial Group was founded to provide a wide range of clients personal attention and quality service in the cutting edge strategies we develop. Over the years, we’ve consistently provided trusted, personal service and individualized solutions to help you succeed.

Generous to our community in the time, talent and resources we offer, we believe in taking care of our local clients as well as those spanning the country. The loyalty of those we work with has helped our values extend beyond what they once were while remaining true to who we’ve always been.

What Can You Expect When We Work Together?


We strive to help you feel comfortable throughout our engagement and this begins by providing an unbiased understanding of your goals and lifestyle. 


From the start, we utilize a proven process to determine the unique qualities of your situation so that we can approach your goals in the personalized manner you deserve.


With vibrant and enthusiastic guidance, our team of professionals looks forward to meeting with you locally or wherever works best for your situation in order to discuss your needs. 


Each of our team members brings unique experiences and education to the table. Together, we work collaboratively to determine the best strategies to address your goals. 

Our Foundation Has Helped
Shape Who We Are Today

Over the past 50 years, a lot has changed. One thing remains the same: the passion and commitment of our team to help our customers live comfortably through the many transitions of life.

With an energetic group by your side, you’ll experience the difference foundational knowledge and education can make in your finances and in your life. 

Get To Know Us