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Let’s set a course for your financial future

Simplifying your complexity is our passion

We help business owners and families manage and grow their wealth.

Premier Path Wealth Partners is an independent, entrepreneurially minded registered investment advisor dedicated to serving business owners and families.

As owners ourselves, we understand your challenges. As fiduciaries, we craft personalized roadmaps to help you navigate complexity and achieve long-term success.

As Featured In

The Owner's Roadmap:
Your compass for the future

We offer tailored solutions designed to provide the tools and guidance needed for financial security. We simplify complex affairs and help you create a practical path forward for a secure future.

Our proven roadmap supports long-term strategic planning, focusing on business value, operational efficiencies, risk management, smooth transitions, and more for individuals, families, and businesses alike.

Explore the Owner’s Roadmap
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Strategies tailored for your journey

We provide proven personalized strategies for financial legacy, investment, tax, estate planning, and more, centered on you.

We do so by having deep discussions, listening critically, and mapping out strategic plans that we continually adapt to you and your family’s evolving needs.

Explore Our Solutions
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Business Owners and Executives

Learn how we can guide you through business complexities and build lasting financial success.

Solutions for Business Owners and Executives
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Individuals and Families

Discover how we can help protect and grow your wealth, creating a legacy for generations to come.

Solutions for Individuals and Families

INDUSTRY HONORS

Helping our clients is its own reward. We are also proud to be recognized by the industry for excellence in wealth management.

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FORBES

Michael Lehman named to the Forbes Best-In-State Wealth Advisors in New Jersey list.
(2026)

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Financial Advisor MAGAZINE

Premier Path Wealth Partners ranked #43 among the Fastest Growing Firms in the RIA Ranking.
(2025)

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AdvisorHub

Michael Lehman named to Advisors to Watch RIAs list.
(2025)

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Financial Advisor MAGAZINE

Premier Path Wealth Partners ranked #239 among Firms with Over $1 Billion in Assets in the RIA Ranking.
(2025)
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InvestmentNews AWARDS

Michael Lehman named Excellence Awardee Finalist – Advisor of the Year (Regional – Northeast).
(2025)
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FORBES

Derek Wittjohann named to the Forbes Best-In-State Top Next-Gen Wealth Advisors in New Jersey list.
(2025)
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InvestmentNews AWARDS

Brian Glenn named Excellence Awardee Finalist – Advisor of the Year, Alternative Investments.
(2025)
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FORBES

Michael Lehman named to the Forbes Best-In-State Wealth Advisors in New Jersey list.
(2023)

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FORBES

Michael Lehman named to the Forbes Best-In-State Wealth Advisors in New Jersey list.
(2023)

Financial Advisor Magazine Fastest Growing Firm Financial Advisor Magazine Mag Advisors over $1B The FA Magazine 2025 RIA Ranking was published in June 2025. Firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. There was no compensation to be considered for this ranking. https://www.fa-mag.com/2025-ria-ranking-survey AdvisorHub Advisors to Watch RIAs The Advisors to Watch ranking was published by AdvisorHub in December 2025. This ranking is based on scale and quality, year over year growth, and professionalism. A minimum of 7 years of experience, a clean regulatory record, as well as $150m AUM is required to be considered. There were no fees paid by any party for consideration for this award. Find the full ranking here: Advisors to Watch: RIAs – AdvisorHub. InvestmentNews Excellence Awardee Finalist IN Excellence Awardee nominations are open to all wealth management professionals and organizations – including financial advisors, advisory brokerages, BDMs, fund providers and service providers. The InvestmentNews Awards team conducts research and draws on knowledge and information gained through InvestmentNews to support and supplement nominations received. All submissions from awardees are forwarded to an independent judging panel comprising of industry leaders and senior representatives. The panel assesses and votes for their winners in each category according to the relevant category criteria. There were no fees paid by any party for consideration for this award. Process | InvestmentNews Awards.
Forbes Best In State Advisor

Data provided by SHOOK® Research, LLC. Data as of 4/2022. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Data provided by SHOOK® Research, LLC. Data as of 4/2026. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Third-party accolades referenced do not reflect the experiences of any Premier Path Wealth Partners client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Premier Path Wealth Partners product or service.

Forbes Best In State Teams

Data provided by SHOOK® Research, LLC. Data as of 3/31/22. Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Participation in this directory is limited to ranked teams and advisors; once placed on a ranking, teams or advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or team and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or team for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Third-party accolades referenced do not reflect the experiences of any Premier Path Wealth Partners client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Premier Path Wealth Partners product or service.

Forbes Best-In-State Top Next-Gen Wealth Advisors

Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes Best-In-State Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Third-party accolades referenced do not reflect the experiences of any Premier Path Wealth Partners client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Premier Path Wealth Partners product or service.
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