Lantern is a wealth management boutique with a national presence. We educate and guide our clients to manage risk, grow and preserve their wealth and achieve their financial goals. We accomplish this by leveraging our in-depth bond expertise, smart technology and highly personalized service.
Lantern Investments, our full-service broker, offers a wide-ranging selection of investment products and services to investors since 1993. As an industry-leading bond specialist, our mission is to find value for investors across the country. In order to find this value and to continue our responsibility of providing superior service to clients, in 2008 we launched Lantern Wealth Advisors LLC to offer fee-based asset management, wealth management, and financial planning services to affluent individuals. Mutually, both firms are dedicated and accountable to clients and strive to help them realize their financial goals using a personalized, comprehensive approach to wealth creation and preservation.