About Us

At Lebenthal Wealth Planning, we believe true wealth extends beyond investments - it's about aligning every aspect of your financial life with your vision, values, and legacy. As the dedicated wealth planning division of Lebenthal Financial Services, Inc., our mission is to provide clients with clarity, confidence, and actionable strategies while making financial decisions. 

Our team of Certified Financial Planner® professionals and advisors takes a holistic approach to wealth management, delivering comprehensive planning that integrates:

  • Retirement: designing income strategies, social security optimization, and tax efficient withdrawal planning

  • Estate: Coordinating with your estate attorneys to preserve wealth, minimize estate taxes, and ensure a lasting legacy

  • Education: Structuring 529 plans and other vehicles to fund future education needs

  • Insurance: Evaluating and implementing coverage to protect families and businesses

  • Tax: Collaborating with your CPA(s) and leveraging tax-efficient strategies across portfolios and cash flow planning 

  • Investment Management: Integrating planning with our core investment philosophy, portfolios and customized solutions 

We use RightCapital - a leading financial planning platform - to power our analysis. Through various simulations, stress testing, and scenario planning, we help clients make informed financial decisions today while preparing for the uncertainties of tomorrow. 

Whether you're accumulating wealth, preparing for retirement, in retirement, or managing multi-generational planning, Lebenthal Wealth Planning, Inc. delivers tailored strategies designed to evolve with your life. 

  • Michael Hartzman, CFP®

    President

    Michael Hartzman is a Certified Financial Planner® and President of Lebenthal Financial Services, Inc., where he helps individuals, families, and businesses achieve financial security and preserve their legacies. He specializes in tax, retirement, estate, and risk management strategies, focusing on building trusted, long-term relationships.

    Michael began his career in 1992 with Milton Koenigsberg, later serving as COO of Northeast Securities and co-founding Koenigsberg Hartzman. He founded Bristol Financial Services, Inc. in 2006, which became Lebenthal Financial Services, and in 2010 established Bristol Asset Management. He co-hosts The Lebenthal Report podcast.

    For Michael, financial planning is not just a career—it’s a calling, grounded in knowledge, integrity, and compassion.

  • Andrew Gilmartin, CFP®, CIMA®

    Director

    Andrew joined Lebenthal in June 2025 as the Director of Financial Planning, bringing with him a strong background in financial planning, investment strategy, and client advisory services. In his current role, he will be working closely with clients to develop tailored strategies that align with their long-term financial goals. Before joining Lebenthal, Andrew served as a Client Advisor at Northern Trust Wealth Management, where he advised individuals and families on comprehensive investment, retirement, and estate planning strategies. He began his career at Fiduciary Trust International, a globally recognized trust company, where he supported client portfolios and planning needs. 

    Andrew is a Certified Financial Planner®, a designation he earned in August 2021. In addition, he also holds the Certified Investment Management Analyst® credential, which he obtained in January 2022. He is a graduate of Molloy University, where he earned a Bachelor of Science in Finance in 2017.

Contact us

Whether you're looking to plan for retirement, explore investment strategies, or simply get a better understanding of your financial future, our team is here to guide you. Fill out the form below and a member of our team will reach out to schedule a conversation. We look forward to connecting with you!