This site has some hyperlinks to other websites and blogs. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of us. Lehmann Livian Fridson Advisors LLC (LLFA) does not endorse, approve, certify, or control third party content and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by LLFA.


© 2019 by Lehmann Livian Fridson Advisors, LLC  |   PRIVACY NOTICE  |  IMPORTANT DISCLAIMER  |



We help you accumulate, preserve, and efficiently transfer wealth


We build a suitable investment portfolio to achieve your goals. Your account(s) will be held at a reputable third party qualified custodian.


We will pay particular attention to keeping portfolio expenses low and pursuing tax efficiencies. We provide clear, informative reports on your investments.



We carefully define an Investment Policy Statement, a kind of business plan for your investments. This Statement will be the governing document for all our present and future investments choices.


The IPS will reflect both your personal circumstances and our capital market expectations.



Prior to engaging in managing a portfolio, we collect and review all relevant information. This includes your family, your professional background, your financial circumstances, your risk tolerance, and any  unique circumstances.


We are particularly sensitive to your tax situation and time horizon. 

Martin Fridson, CFA, Chief Investment Officer

“I’ve devoted my career to separating the wheat from the chaff, both in analyzing companies’ financial statements and in examining investment strategies. At LLFA I apply my accumulated knowledge to helping individual investors secure their future.”