Gregory S. Lippert

Gregory S. Lippert Jr. is a Wealth Management Advisor with a passion for empowering clients through education and personalized financial strategies. While serving as Managing Partner, Greg has played a pivotal role in growing the firm through a blend of strategic initiatives, client-centered solutions, and an emphasis on team member development. Greg has successfully guided clients, families, and businesses to achieve their financial aspirations by combining over a decade of experience with his dedication to financial education. He helps clients through wealth management, asset protection, and strategic planning decisions to build and preserve generational wealth.

Greg is a CERTIFIED FINANCIAL PLANNER® professional and earned the Certified Family Business Specialist (CFBS) designation, and will soon add the Certified Exit Planning Advisor (CEPA) designation to his resume.  He has also earned the certification in Blockchain and Digital Assets*. These certifications underscore his commitment to furthering his education and delivering forward-thinking financial solutions in an ever-evolving economic landscape. He provides his clients with a roadmap designed to lead to financial security, building lasting relationships founded on trust, clarity, and a deep understanding of individual financial goals.

He holds a B.A. from Carnegie Mellon University with a focus in Finance and a minor in Behavioral Economics. He is currently pursuing his Juris Doctor at Syracuse University, further enriching his knowledge to offer advanced, legally informed wealth management solutions. In addition to his professional life, Greg is an avid sportsman with a passion for hunting, skiing, boating, golfing and nearly any activity he can find time to do. This commitment to active living and personal challenge mirrors his approach to wealth management: disciplined, balanced, and always striving for excellence.

*Neither MML Investors Services, LLC. nor its representatives, can assist with digital asset purchases or sales or otherwise provide investment advice concerning digital assets, such as cryptocurrencies. Any information provided is educational in nature and should not be relied upon to make digital asset related decisions.