Andrew Lerner, CFP®, ChFC® and Logan Shalmi
Founders, The Atlantic Group; Managing Directors – Investments, Oppenheimer & Co. Inc.
College roommates-turned-business partners, Andrew Lerner and Logan Shalmi met on a tennis recruiting trip at Jacksonville University. Finishing up their finance degrees at Florida Atlantic University, the duo decided not long after graduating and working for different companies to come together and build their own practice in 2014. Today, The Atlantic Group oversees more than $1 billion in client assets.
The average age of financial advisors hovers around 55 years old, which is what sets Lerner, 31, and Shalmi, 30, apart. “Typically, advisors are the same age as their clients. This becomes problematic because as clients enter retirement, the most crucial part of their financial lives, their advisor may be retiring as well. However, our team is multi-generational and will be around to guide clients when they need us most.” Shalmi says.
The Atlantic Group also takes a fresh, holistic approach to management. “The 60/40 standard stock and bond mix for retirement may not be the ideal strategy. The number of investment choices and asset classes available to the public has increased substantially over past few years. We can help act as your personal CFO to develop a financial plan in coordination with your CPA, estate attorney and other trusted partners.” Lerner says.
Clients of The Atlantic Group only have to make one phone call to do all of the above. “Every successful company has a CFO, right? So why shouldn’t you, as an individual or family, have your own CFO?” Shalmi asks.
THE ATLANTIC GROUP OF OPPENHEIMER & CO. INC.
561.416.8686
The opinions of the author expressed herein are subject to change without notice and do not necessarily reflect those of the Firm. Additional information is available upon request. Oppenheimer & Co. Inc. does not provide legal or tax advice. Oppenheimer & Co. Inc. and Boca magazine are not affiliated.
