skip to main content
Main Menu
HEADER LOGO
  • WHO WE ARE
    • OUR FIRM
      • OUR TEAM
        • OUR PROCESS
        • WHAT WE DO
          • AREAS OF EXPERTISE
          • OUR RESOURCES
            • STRATEGIC ALLIANCES
              • THIRD PARTY PROFESSIONALS
              • CLIENT EDUCATION
                • NEWSLETTERS
                  • VIDEO LEARNING LIBRARY
                  • LOCATION & CONTACT

                    Our Firm

                    Lippencott Financial Group is a financial consulting firm primarily focused on privately held business owners, corporate executives, physicians and other successful individuals. We assist our clients in obtaining the peace of mind they desire through our objective driven process. Our interest is helping clients achieve the following objectives:

                    • Protect their assets from excessive tax burdens and potential undesirable future creditors.

                    • Pass on their hard-earned assets (including their businesses) to their desired heirs in a manner that enables them to leave the legacy they intended.

                    • Ensure that the client’s desires for charitable giving are crystallized and are able to be continued for future generations.

                    Values and Legacy

                    Wealth and Responsibility

                    • Protecting Assets

                    • Asset Continuity

                    • Philanthropy

                    • Preserving Important Values

                    VALUES WHEEL
                    Disclosure

                    Donald Lippencott is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F17333), CO, CT, DC, DE, FL, IA, ID, IL, MA, MD, ME, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, VT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

                    As a New York Life Agent, Donald Lippencott is licensed and authorized to offer insurance in California, but Lippencott Financial Group may not be. For additional information on California licensure status, please click here.

                    Donald Lippencott is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4 Technology Dr Ste 260, East Setauket, NY, 11733. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

                    Donald Lippencott is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

                    Donald Lippencott is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

                    Lippencott Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                    Neither Lippencott Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                    For more information about NYLIFE Securities LLC and its investment professionals.

                    Click here
                    Lippencott Financial Group > Logo > Transparent Background
                    • WHO WE ARE
                      • OUR FIRM
                        • OUR TEAM
                          • OUR PROCESS
                          • WHAT WE DO
                            • AREAS OF EXPERTISE
                            • OUR RESOURCES
                              • STRATEGIC ALLIANCES
                                • THIRD PARTY PROFESSIONALS
                                • CLIENT EDUCATION
                                  • NEWSLETTERS
                                    • VIDEO LEARNING LIBRARY
                                    • LOCATION & CONTACT

                                      Copyright . New York Life Insurance Company. All Rights Reserved.

                                      Privacy Policy

                                      NYLIFE Securities LLC, Member FINRA/SIPC.

                                      For additional information, visit Customer Relationship Summary.pdf

                                      Your Privacy Choices