Lehman Capital Management Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Lehman Capital Management Group: An Ameriprise private wealth advisory practice serving the Marion, OH area.

Helping to empower our clients to achieve financial success.

  • Crunch the numbers

    Use these calculators to explore various saving, investing and tax scenarios.
    View calculators
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
    Explore

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

Featured insights

View more markets and economic insights

How you will generate income in retirement

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence — for today and for tomorrow — so you can live the retirement you’ve earned. Contact us or request a consultation to learn more about generating income in retirement.

Request a consultation