Naples, FL Office

Lebens Advisory Group provides discretionary investment management, wealth management, financial planning and retirement plan advisory services to individuals (including high-net-worth clients), corporations and retirement plans. The firm constructs customized portfolios using individual equities, ETFs and, when appropriate, mutual funds or bonds, and may recommend unaffiliated independent managers or platforms for portions of client assets.

Investment decisions are informed by a mix of fundamental, technical and charting analysis and are generally long-term focused while allowing shorter-term trades for rebalancing or to meet client needs. Client accounts are monitored continuously with formal reviews at least annually, and the firm conducts initial and ongoing due diligence and oversight of any Independent Managers it recommends.

The firm operates as a solo advisory practice managing approximately $56.9 million for about 140 clients and maintains an institutional platform relationship with Shareholders Service Group (SSG) that provides software, trading desk access, block trading and other economic benefits. It also provides non‑advisory business services through its parent company and reports assets under advisement for held-away accounts (including floating‑rate notes and variable annuities) and serves as an ERISA fiduciary for retirement-plan oversight, characteristics that are less common among similarly sized peers.