Knowledge is Power

As an educator, you’ve had a major impact on the lives of many people, teaching and inspiring our future leaders and professionals. That’s why we at Egidio Lennon Wealth Management believe you deserve to enjoy a rewarding and fulfilling financial future. We want to help you confidently move toward the retirement you envision.

Financial Planning is Crucial


Although often overlooked, financial planning for educators is essential. Educators are so busy with their students that they can neglect their own needs, such as their financial security. In today’s world, that can be disastrous.

If you’d like to live a fulfilling life, free of financial stress, financial planning is crucial. In between teaching, grading papers, supporting extracurricular activities, and relaxing on your days off, it’s important to make time for your personal finances.

We Address the Specific Needs of Educators


When it comes down to planning for your future, as an educator nearing or recently retired you face distinct financial challenges. Between 403(b) plans, Roth 403(b) plans, 457(b) plans, pensions, Social Security, and individual investments, educators can have very complex retirement pictures.

Helping You Make Smart Financial Choices


At Egidio Lennon Wealth Management, we have the knowledge, skills, and experience to develop creative solutions that will help you pursue your retirement goals. When you partner with us, we’ll help you understand the importance of clearly identifying your goals, income and expenses, assets and liabilities, risk management concerns, and other ever-changing factors, so you can make educated choices for a secure financial future.