Brian M. Lehner CFP® CEP®
Managing Partner – Financial Advisor
Brian M. Lehner is a Managing Partner at The Lehner Shope Wealth Group. Brian brings over 30 years of experience in portfolio design and diversification. Brian has a unique view on managing a portfolio and understands that cash flow is often the primary concern for most retirees. With this in mind, each portfolio is custom built knowing that income can be the driving force, not necessarily stock market performance. As a coach and teacher at heart, Brian’s passion is helping clients reach their full financial potential while understanding how their portfolio functions.
Brian offers informational seminar programs that assist and educate clients in taking a more commonsense approach to the economy, investing, and what lies ahead. With more than 30 years of experience in portfolio design and custom-building portfolios for clients Brian is able to inform clients on portfolio diversification and rebalancing which could provide confidence in tough economic times.
Brian is a CERTIFIED FINANCIAL PLANNER™ Practitioner. * This distinction and certification is one of our nation’s foremost professional educational and support organizations in the area of financial planning. Brian is series 7, 24 and 66 registered and is also Life, Accident, Health and Annuity Insurance Licensed. He is a graduate of the National Institute of Certified Estate Planners®, receiving his Certified Estate Planner ™ (CEP®) designation. Brian obtained a Certification in Financial Planning from Bowling Green State University and a degree in Economics from the University of Iowa.
For more than 25 years, Brian has been actively involved in a variety of charitable and social organizations, as well as being a former board member with the MS Society in Northwest Ohio. In addition to traveling, Brian loves to spend time with his friends and family, which includes his time playing and coaching multiple sports.