Evan Lereah, AAMS®

Managing Principal

Evan Lereah is the Managing Principal for the Lereah Financial Group. Evan's father started the firm over 40 years ago and Evan took an interest in what his father did at a very young age. After gaining industry experience and expertise, Evan eventually joined the practice and became the primary investment manager.  Evan's passion is to gauge the risk tolerance for a client and build a portfolio utilizing current investment themes and trends. He often plays a key role in a clients' inner circle and is consulted when big life decisions are being made.

During his career, Evan served as Vice President at multiple firms including, OppenheimerFunds Distributors, Rydex Investments (now Guggenheim Investments) and Appleton Partners. Evan earned his B.S. from Robert H. Smith School of Business while attending the University of Maryland in College Park.

Away from the office, Evan is spending as much time as he can with his family. They enjoy building memories hiking and visiting national parks. 

In 2021, Evan was named by Forbes as a Best in State Advisor*.


*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.  



Phone 732-704-5053
Fax 732-704-5056