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Geller & Lehmann LLC was founded in Baltimore, MD, in 2003 to provide independent, holistic financial planning and multi-family office services. Sandi Geller and David Lehmann’s goal is to offer a single address for families to optimize every element of their financial needs, with the guidance of caring, professional advisors who fully understand and support their values and needs.
We’d love to work with your family. Get in touch with us at 410-583-5540, via dcl@candlcpa.com, or leave a message on our contact page, to schedule a preliminary meeting with David or Sandi.
Join Geller & Lehmann’s growing list of happy clients. Live your best life with the confidence that your family’s future is secure.
The Personal Financial Specialists (PFS) credential demonstrates that an individual has met the minimum education, experience…
Certified Public Accountants (CPAs) are licensed and regulated by their state boards of accountancy. While state laws and regulations…
The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”)…