ALAN MICHAEL EPPERS
Senior Vice President/Investments
Alan has over two decades of experience in the financial services industry, having nurtured and developed his practice at such firms as Merrill Lynch, Salomon Smith Barney, Prudential, and now Lantern. Prior to that, he owned and operated his own business, and therefore, has a keen understanding of the challenges faced by small business owners today. Alan has built his practice servicing the needs of high net worth individuals, family trusts, and small businesses.
Alan’s published articles include “Are You Saving Enough” in 1997 for Stethoscope Quarterly and “Professional Investment Management: Making the Right Choice” in 1996 for American Professional Practice Association Quarterly Digest. Additionally, he has spoken at numerous business schools, including New York University and Columbia University’s Investment Societies general meetings. Along with being a contributor in the past to Newsday’s “Ask the Expert” column and a past member of WCBS News Radio 88 Small Business Network.
Active in his community, Alan has been a member of the Make a Wish Foundation and currently coaches for the Middle Country Sports Association’s basketball league. He holds a Bachelor’s degree in business administration from SUNY/Oswego.
Alan resides in Centereach with his wife and three sons.
I am committed to consistently providing my clients with the highest level of service through my four-step investment process. This process is intended to assist my clients with their goals of investing prudently while striving to pursue their financial objectives. Through a powerful combination of investment experience and individual attention, I work toward creating strong relationships with my clients, allowing me to help them structure investment portfolios to grow and preserve wealth while seeking to minimize risk.
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 work towards achieving 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 outstanding 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.