Owners
helping
owners
and families
succeed
Our story
For nearly 13 years, we’ve been helping owners, executives, individuals, and families build multi-generational legacies.
One such legacy is that of a family-run elevator company. In one of our first conversations, the CEO recalled modernizing the Statue of Liberty’s elevator system, giving disabled veterans access to the first level for the first time. This became a moment his children now carry as part of their family’s story. For him, it was never just about business success, but about making a difference for generations to come.
That same spirit guides our work at Premier Path. We’ve been helping families and businesses create lasting value across multiple dimensions, ensuring the financial strategies we craft are holistic and tailored to the philosophy and priorities of each business and family.
“It takes courage, grit, and experience to deliver valuable financial advice for business owners and families. As owners ourselves, it’s a road we know well. Simplifying our clients’ complexity is our passion.”
– Michael Lehman, CEO and Founding Partner
Building Legacies, One Milestone at a Time
Over a decade of empowering families and businesses to create enduring success.
Experience
Served
Our mission is clear: to guide you every step of the way
We’re dedicated to making wealth management clear, strategic, and tailored to you. Our mission is to:
Simplify
your financial life by organizing and protecting your wealth.
Solve
financial challenges with a deep understanding of your goals and values.
Advocate
for your best interests, making a lasting impact on your financial future.
Using an owner’s mindset to build and preserve wealth
Since 2012, we’ve strategically grown our business alongside many of our clients’ businesses – applying our experience as owners to help families pursue their goals from one generation to the next. Their success is our success.
Our ability to empathize as owners helps us apply an entrepreneurial and agile mindset to building your total wealth plan. We know what it takes to be a successful “owner,” and we bring that same passion and resilience to managing and growing your wealth.
Our guiding principles
Integrity
We uphold honesty and accountability in all we do.
Authenticity
Genuine relationships built on trust and care.
Fiduciary
Your best interests always come first.
Respect
Open, honest communication and unwavering commitment.
Humility
Grateful for the trust placed in us to steward your wealth.
Integrity
We uphold honesty and accountability in all we do.
Authenticity
Genuine relationships built on trust and care.
Fiduciary
Your best interests always come first.
Respect
Open, honest communication and unwavering commitment.
Humility
Grateful for the trust placed in us to steward your wealth.
Integrity
We uphold honesty and accountability in all we do.
Authenticity
Genuine relationships built on trust and care.
Fiduciary
Your best interests always come first.
Respect
Open, honest communication and unwavering commitment.
Humility
Grateful for the trust placed in us to steward your wealth.
Collaborating with our clients’ trusted advisors
We work with accountants, attorneys, and other trusted professionals to deliver comprehensive wealth strategies that align with your clients’ needs. Together, we can help them protect, grow, and transfer their wealth with confidence.
Ready to build your legacy?
Let’s work together to create a financial strategy that supports your long-term goals.
