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.

Want to get more time every month without waking up earlier? This article explores how small shifts in mindset and habit...
06/17/2026

Want to get more time every month without waking up earlier? This article explores how small shifts in mindset and habits can create more time for what truly matters.

Feeling stretched thin? These psychological strategies help busy women get 10+ hours back each month—without sacrificing success or ambition.

06/15/2026

: “Once you learn to quit, it becomes a habit.” ― Vince Lombardi

Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your...
06/10/2026

Thinking of starting a business or navigating those early years? This article shares 6 essential tips for surviving your first five years.

Starting a business is hard work. Follow these 16 essential tips to increase your odds for success over the first five years.

06/08/2026

: “Someone's sitting in the shade today because someone planted a tree a long time ago.” ~ Warren Buffet

Scams targeting older adults are on the rise. Stay informed and protect loved ones—learn how to spot and prevent them to...
06/03/2026

Scams targeting older adults are on the rise. Stay informed and protect loved ones—learn how to spot and prevent them today…

Did you know, according to reported estimates, losses from older adults as a result of elder financial abuse reached $27 billion annually.

06/01/2026

: “Success consists of going from failure to failure without loss of enthusiasm.” -Winston Churchill

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

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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