The Family Financial Group

Boutique Attention, Corporate Finesse

A Powerful Continuum of Financial Care

The Family Financial Group is the premier umbrella company
of noted financial and CPA firms, Geller + Lehmann LLC and Lehmann + Company LLC.

Your Wealth

We utilize a holistic approach which incorporates wealth creation and preservation, inter-generational planning, asset protection, and tax and advisory services to generate a dynamic long-term strategy. We quarterback your team of professionals, building collaborative relationships to implement and achieve your financial goals.

White Glove

Financial Service

We focus on our clients’ financial needs with expertise, compassion, responsiveness, and authenticity.