Strategy. Execution. Success.


We take the time to learn about you

The Marzulli Lehrman team creates wealth by integrating individual financial objectives with sound intelligent investment advice through the utilization of our combined 40 years of experience and knowledge in financial services. The key to our growth has been our ability to listen to our clients, to understand their objectives and to implement a strategy to insure these goals are met.


What retirement investors need to know about regulatory reform

The Department of Labor (DOL) fiduciary rule is now effective. Learn more about the rule and RBC Wealth Management’s long-term commitment to putting the interests of clients first, as well as preserving choice regarding investments and how to pay for services. Please contact us today to discuss your retirement goals.


Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Meet the team

Learn more about The Marzulli Lehrman Group.