
Jeff Lenhart
As President of Prosperity, Jeff is responsible for the overall leadership, strategic direction, and long-term growth of the firm's wealth management business. He is focused on working with teams across EisnerAmper's to support the delivery of comprehensive solutions that address the clients’ evolving needs.
Jeff has worked with institutions, families, and individuals throughout his career and focuses on building strong teams, fostering meaningful client relationships, and creating long-term value.
He is committed to understanding what matters most to each client and developing strategies that evolve alongside their goals and changing circumstances. He believes that by taking a holistic approach and bringing together an integrated team of professionals, clients can make informed decisions and move forward with greater clarity and confidence.
Prior to joining Prosperity, Jeff was a Partner and Southeast Regional Leader at Forvis Mazars. In that role, he led a large private client division to deliver holistic wealth management solutions for families, business owners, and executives.
Contact Jeff
Contact
1500 Sunday Drive, Suite 300
Raleigh, NC 27607
Credentials & Education
- Certified Financial Planner™ (CFP®)
- Accredited Asset Management Specialist™ (AAMS®)
- Master Planner Advanced Studies (MPAS®)
- University of Missouri-St. Louis, Organizational Behavior and Finance
- Master of Science in Personal Financial Planning, College for Financial Planning
- Alumnus of the Charles Schwab Executive Leadership Program
- Graduate of Leadership Springfield
Affiliations
- Financial Planning Association (FPA)
- American Institute of Certified Public Accountants (AICPA)
- CFP Board Advisory Volunteer
- Board of Directors for The Gift of Adoption
- Springfield Business Journal 2022 Trusted Adviser Award Recipient
- Executive Committee for the Wake Forest Center for Private Business (Charlotte Chapter)