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Daniel Lehman

Advisor at Trustmont Advisory Group, Inc.

Updated today
Trustmont Advisory Group, Inc. logo

Firm

Trustmont Advisory Group, Inc.

Location

Williamsport, PA 17701

Credentials

Series 63

Industry experience

38 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial plan fees negotiated up to $5,000; seminar fee up to $100; account setup fee up to $100 per account, max $200 per household

Percentage

Up to 2% annually, billed monthly or quarterly

Commissions

Commissions earned on trades and sales of mutual funds, ETFs, annuities, insurance products, and other financial products

Project-based

Up to $500 per hour for specific financial advice

Other

Fee-only: Financial planning fees negotiated up to $5,000; hourly financial advice fee up to $500/hour

Work history

Trustmont Advisory Group, Inc.

2004 - Present (22 years)

TRUSTMONT FINANCIAL GROuP, INC.

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan S

Series 66

Williamsport, PA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

David T

CFP®, Series 66

Williamsport, PA

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Founder/Business Owner Executive LGBTQIA
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Michael B

Series 63, Series 65

Williamsport, PA

Merrill

Michael Bush is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and priorities. By connecting all aspects of a client's financial life, he aims to help them pursue what matters most in a flexible manner aligned with changing market conditions. Michael also provides access to investment insights from Merrill and banking and lending solutions through Bank of America. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from Dartmouth College and completion of an Accredited Certificate Program at the University of Pennsylvania. In addition to his advisory role, Michael participates in community volunteer activities, reflecting the Merrill tradition of community involvement.

Wealth management

Stuart H

Series 66

Hughesville, PA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Early retirement planning General retirement planning

George B

Series 63, Series 65

Williamsport, PA

Merrill

George Bierman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, with over 40 years of experience in the financial industry. He specializes in developing long-term financial strategies tailored to individual investment objectives, focusing on equity and tax-free investing. Since 1984, George has served as a Wealth Management Advisor for Merrill, leveraging his prior experience in the Savings and Loan industry to provide a comprehensive approach to wealth management. George holds a Bachelor of Science degree in Business Administration Management from Bloomsburg University and is a Dale Carnegie Business Communications graduate. He maintains several professional licenses, including Series 63, 65, and 7, as well as Life, Accident, and Health Insurance licenses. Additionally, he holds the designation of Personal Investment Advisor (PIA). His practice emphasizes a systematic, client-centered approach that aligns financial strategies with each client’s goals and risk tolerance. Through Merrill, he offers a broad range of services such as retirement, estate, college planning, and portfolio management, supported by a team of specialists and research resources. Outside of his financial career, George is deeply involved in martial arts, holding a 9th degree blackbelt Grandmaster rank in Goshin-Jutsu karate and six world titles from the World Games in St. Petersburg, Russia. He has been practicing martial arts since 1973 and earned a Doctor of Philosophy in the Fighting Martial Arts. George is also committed to community involvement through volunteer work. His personal interests include adventure sports, camping, golfing, hiking, and hunting.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Sherri H

Series 66

Montoursville, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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