Michael Allison, CFP®, CFA New Lantern Advisors

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About Michael Allison, CFP®, CFA

Hi! I’m Mike Allison. In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity focused financial planning and investment management firm in order to serve clients more directly, after I retired from a 32 year career in the investment management industry.

Although we work primarily with professionals and business owners who are approaching or considering retirement, New Lantern Advisors does work with other clients who benefit from decades of investment management and comprehensive planning advice.

By using the language of investing, we are dedicated to empowering our clients to pursue their economic potential. This empowerment is enabled by the holistic alignment of one’s human capital alongside an evolved role for financial capital in our lives. We call this the Human Enterprise™.

Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after this very important life transition. We can help you answer “What is your What’s next?

After over 30 years in the investment management industry, the last nearly 22 of them at the same Boston, MA based firm where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. It is with this experience that I serve clients with an eye toward delivering solution oriented planning and investment results.

I’m a native of Ft. Worth, TX. Until recently relocating to upstate NY, I lived with my wife and two (now adult) children in the Boston, MA area for over 26 years. I’m a graduate of the University of Denver and have held the CFA (Chartered Financial Analyst) designation since 1996. I enjoy good food at our favorite restaurants, long walks with my wife, and on occasion babysitting my two “grand-dogs”, Honey and Winston.

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Recently Published

Sunday Drive - 09/25/2022 Edition

September 25, 2022

👋🏻 Hello friends,

Greetings from Saratoga Springs, NY!

It's been another rough week in the markets, so let's take it easy and enjoy this week's leisurely Sunday Drive around the internet.

Vibin'

The Vibe of the Week is a reminder of

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Sunday Drive - 09/18/2022 Edition

September 18, 2022

👋🏻 Hello friends,

Greetings from Saratoga Springs, NY! Take it easy and enjoy this week's leisurely Sunday Drive around the internet.

Vibin'

The Vibe of the Week is a bit of a pick me up after a crazy, depressing week in the markets. Enjoy The

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Sunday Drive - 09/11/2022 Edition

September 11, 2022

👋🏻 Hello friends,

Greetings from Saratoga Springs, NY! Take it easy and enjoy this week's leisurely Sunday Drive around the internet.

Vibin'

The Vibe of the Week is indeed a somber one. It is the 21st anniversary of the 9/11 attacks. For me, this

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Ideal Clients

  • Established Professionals
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $833+/mo
  • Assets Under Management: 1.00%

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