Premier Path Wealth Partners, an independent registered investment advisory firm serving closely held business owners, multigenerational families and ultra-high-net-worth wealth creators, today announced continued growth and momentum as it celebrates its three-year anniversary.
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Michael Lehman, CEO and Co-Founder of Premier Path Wealth Partners
Since its founding in 2023, the firm has built a differentiated advisory model focused on the intersection of personal wealth, business ownership and legacy planning. Following a milestone second year that included surpassing $1 billion in assets under management (AUM), expanding its team and launching a dedicated business consulting division, Premier Path has continued to deepen its capabilities and broaden its impact.
Over the past year, the firm has further strengthened its role as a strategic partner to entrepreneurs and families navigating complex financial decisions, from exit planning and liquidity events to intergenerational wealth transfer, governance and long-term legacy design.
“We founded Premier Path to deliver the kind of integrated, high-touch advice that business owners and families truly need but often struggle to find,” said Michael Lehman, CEO and Co-Founder of Premier Path Wealth Partners. “Three years in, we are seeing that vision come to life in a meaningful way. Our clients are building businesses, supporting families and shaping communities. We are proud to help them navigate that complexity with clarity and confidence.”
As the United States approaches its 250th anniversary, Premier Path says the milestone is a timely reminder of the value of independence, not just as a national identity, but as a guiding principle in wealth management.
“Independence, in our world, means the ability to sit on the same side of the table as our clients, with no product agenda, no institutional bias and no constraints on how we advise,” Lehman added. “It allows us to think holistically about our clients’ lives, their businesses and their legacies, and to deliver advice that is fully aligned with their best interests. That freedom is incredibly powerful, and it’s at the core of who we are as a firm.”
Premier Path’s continued growth has been driven by strong organic client demand, as well as its commitment to education, thought leadership and community engagement. The firm regularly convenes business owners, executives and industry experts through events, content and strategic partnerships focused on topics such as succession planning, business transitions and the human dynamics that influence financial decision-making.
In addition to its client work, the firm has expanded its visibility within the advisor and business owner communities through conference participation and speaking engagements. As part of the commitment to reach business owners directly, Premier Path will participate in the upcoming 2026 Flooring Distributor Convention in Dallas, where the team will share insights on financial strategies for entrepreneurs and closely held businesses.
“Our growth reflects both the strength of our team and the depth of the relationships we build with clients,” said Derek Wittjohann, Chief Operating Officer of Premier Path Wealth Partners. “We are not just advising on investments, we are helping clients navigate some of the most important decisions of their lives across their businesses, their families and their futures.”
As the firm enters its fourth year, Premier Path plans to continue its measured expansion, with a focus on adding experienced advisors and specialists who align with its client-first philosophy and entrepreneurial mindset.
“We are building this firm for the long term,” Lehman said. “The first three years have been about establishing a strong foundation. The next phase is about scaling that foundation thoughtfully while continuing to deliver exceptional outcomes for our clients.”
For more information, visit https://premierpath.com.
About Premier Path Wealth Partners
Premier Path Wealth Partners is the premier wealth management firm and a trusted advisor to families of multi-generational wealth, successful senior executives, and driven entrepreneurs. The firm is an independent, partner-owned, highly-experienced advisory that helps clients navigate the challenges of wealth preservation and growth in a dynamic economic environment. Based in Madison, New Jersey, the firm operates as a registered investment advisor (RIA). Learn more about Premier Path Wealth Partners at https://premierpath.com.
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