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Lance Lehman: Blending High-Tech Tools with Traditional Advisory to Master Wealth Management and Demystify Financial Planning

February 15, 20242 min read

Discover the art of wealth management through a cutting-edge fusion of technology and the irreplaceable wisdom of seasoned human advisors with Lance Lehman of Compound Planning. As we sit down with Lance, he unpacks how his firm has harnessed this powerful combination to manage a staggering $1.4 billion, offering a spectrum of services from portfolio management to tax strategies. Navigating through the busy tax season, Lance underscores his role in the sunny Tampa region, where he serves as the linchpin for clients nationwide, ensuring their diverse financial needs are met by coordinating with a skilled team, including estate attorneys and in-house tax specialists.

Busting myths and misconceptions is the name of the game in our second act, where we tackle the oversimplified views of investing and the emotional rollercoaster that often accompanies financial decision-making. Lance guides us through the process of asking the right questions, ensuring investment strategies are not just about immediate gains but are instead aligned with the overarching goals of long-term wealth management. It's an eye-opener that proves wealth planning isn't an exclusive club for the ultra-rich—it's a strategic move for anyone aiming for a secure financial future.

Closing out our discussion, we pull back the curtain on the selection process for a financial advisor, stressing the significance of transparency and acting as a fiduciary. Lance provides a masterclass on navigating the world of financial advisory services, arming you with the tools to check an advisor's background and comprehend the nuances of their compensation. As we look to the horizon, we see how technology is revolutionizing the landscape, raising the bar for the wealth management industry. For those seeking personalized advice, Lance lays out the pathway to engage with Compound Planning for a bespoke financial roadmap.

Compound Planning is your family office — a single place to manage your taxes, investments, borrowing, and more. 
We support your goals and help you make better financial decisions so you can focus on what matters most. 
With over $1.4 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.


Mike Sedita

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