Lippencott Financial Group

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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.

10/19/2026

: "It is better to fail in originality than to succeed in imitation."-- Herman Melville

Check out these 10 essential time management tips that help you work smarter and take control of your day.
10/14/2026

Check out these 10 essential time management tips that help you work smarter and take control of your day.

To be successful, everyone needs to continue to add to their skillsets. Each entrepreneur, startup, and small business will have its set of “how-tos” that are vital.

10/12/2026

: "Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great." - Mark Twain

Putting community at the heart of your business isn’t just good—it’s essential. Learn how businesses stay rooted with th...
10/07/2026

Putting community at the heart of your business isn’t just good—it’s essential. Learn how businesses stay rooted with their customers, give back meaningfully, and build impact beyond the bottom line.

Learn how you can keep community at the core of your business with these tips from Cathy Deano, Co-Founder of Painting With a Twist in this edition of "Ask the Board."

10/05/2026

: "I don’t want to get to the end of my life and find that I lived just the length of it. I want to have lived the width of it as well." ~ Diane Ackerman

Teaching kids about money benefits entire families. See how financial education creates ripple effects for parents too—r...
09/30/2026

Teaching kids about money benefits entire families. See how financial education creates ripple effects for parents too—read more here.

Research shows that the financial education lessons children receive at school can benefit family finances, which indirectly benefits the wider economy.

09/28/2026

: "The best time to plant a tree was 20 years ago. The second best time is now." - Chinese Proverb

Happy Birthday, Marian!  Wishing you a day filled with joy, laughter, and all your favorite things. Here’s to a fantasti...
09/25/2026

Happy Birthday, Marian! Wishing you a day filled with joy, laughter, and all your favorite things. Here’s to a fantastic year ahead!

Thinking about being your own boss? This article offers expert-backed tips to make the leap with confidence — from struc...
09/23/2026

Thinking about being your own boss? This article offers expert-backed tips to make the leap with confidence — from structuring your income to managing risk. Check it out…

Don't let your fear of failure, or not having thousands of dollars in the bank, stop you from becoming your own boss, says small-business expert Brian Moran.

09/21/2026

: "The two most important days in your life are the day you are born and the day you find out why." - Mark Twain

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

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