Lippencott Financial Group

Lippencott Financial Group We are a NY-based financial firm working with business owners, corporate executives, and physicians.

Lippencott Financial Group is a financial consulting firm primarily focused on privately held business owners, corporate executives, physicians and other successful individuals. We assist our clients in obtaining the peace of mind they desire through our objective driven process. Our interest is helping clients achieve the following objectives:

•Protect their assets from excessive tax burdens and

potential undesirable future creditors.

•Pass on their hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.

•Ensure that the client’s desires for charitable giving are crystallized and are able to be continued for future generations.

Work-life balance isn’t about equal hours, it’s about harmony between career and personal life. Explore what it really m...
05/27/2026

Work-life balance isn’t about equal hours, it’s about harmony between career and personal life. Explore what it really means and why it matters…

What Does Work-Life Balance Mean? Work-life balance refers to the equilibrium between professional responsibilities and personal life, ensuring that individuals have sufficient time and energy for work, family, hobbies, and rest. Achieving work-life balance involves managing work commitments while p...

05/25/2026
These proven strategies build financial wisdom that lasts generations. Check them out…
05/20/2026

These proven strategies build financial wisdom that lasts generations. Check them out…

Rich families normalize financial discussions the way others talk about weather or sports. Parents openly explain investment decisions, compare prices before

05/18/2026

: “I can't understand why people are frightened of new ideas. I'm frightened of the old ones.” - John Cage

Are money mistakes holding you back? Learn the 7 most common pitfalls and simple fixes to take control of your finances ...
05/14/2026

Are money mistakes holding you back? Learn the 7 most common pitfalls and simple fixes to take control of your finances and reach your goals.

Stop making these 7 common money mistakes! Learn how to fix bad financial habits and build real wealth, without shame or overwhelm.

05/11/2026

: “If you cannot do great things, do small things in a great way.” – Napoleon Hill

Check out how the wealthiest Americans use debt to stay rich…
05/06/2026

Check out how the wealthiest Americans use debt to stay rich…

See how rich people use debt to grow wealth, avoid taxes, and stay ahead, while others fall behind using it the wrong way.

05/04/2026

: “It is never too late to be what you might have been.” – George Eliot

This article shares expert-driven tips to teach teens financial literacy abilities that they can carry with them into th...
04/29/2026

This article shares expert-driven tips to teach teens financial literacy abilities that they can carry with them into their young adult years. Take a look…

Today's teens are growing up in an economy with a high cost of living, which has forced many parents to support their adult children after they leave their home. That's why we spoke to experts to learn how to teach teens financial literacy skills that they can carry with them into their young adult....

04/27/2026

: “Football is like life - it requires perseverance, self-denial, hard work, sacrifice, dedication and respect for authority.” ― Vince Lombardi

Address

4 Technology Drive, Ste 260
East Setauket, NY
11733

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16313312964

Website

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