The Family Financial Group is a leading umbrella company that encompasses renowned financial and CPA firms, Geller Lehmann LLC and Lehmann Company LLC. With a holistic approach to wealth management, they offer a comprehensive range of services including financial planning, estate and trust planning, tax planning and preparation, personal accounting, and small business services.
Committed to providing personalized and top-notch financial care, The Family Financial Group's team of experts, led by founding members Sandra V Geller and David C Lehmann, prioritize their clients' needs with expertise, compassion, and authenticity. As trusted advisors, they do not manage assets or sell products, ensuring their independence and objectivity in advocating for their clients' financial goals and values.
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