Lebens Advisory Group LLC

Lebens Advisory Group serves individuals (including high‑net‑worth clients), corporations and retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm reports roughly $56.9 million in assets under management and also provides assets‑under‑advisement services for held‑away accounts and other products, including floating‑rate notes and variable annuities.

The advisor builds customized portfolios primarily from individual equities and ETFs, supplemented as appropriate with mutual funds or bonds, and employs a generally long‑term orientation while using fundamental, technical and charting analysis to guide shorter‑term trades or reallocations. Lebens may implement strategies through unaffiliated independent managers and provides ongoing oversight of those managers as part of its wealth management engagements.

Compared with many peers, Lebens’s practice is integrated with insurance activities: a principal is a licensed insurance professional who implements insurance recommendations separately and may receive commissions, a relationship that the brochure discloses as a potential conflict of interest. The firm also provides non‑advisory business services to clients and maintains an institutional platform relationship with its custodian, which provides software, trading support and other economic benefits to the adviser.