63 Putnam St.
Our Primary Purpose
Our top priority is helping our clients successfully navigate the pathway into retirement, as well as to the life they want to live after they get there.
Hi there! I'm Michael Allison, CFA, CFP® (“Mike”) and I'm the Founder and CEO of New Lantern Advisors.
We are an independent fiduciary, fee-only, longevity based financial planning and investment management firm. We are based in Saratoga Springs, NY, but work virtually with clients from all over the country.
At the end of 2021, I "retired" after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. With my partners and teammates, we built a multi-billion dollar, market share leading global equity option income franchise.
It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results.
In 2022, I founded New Lantern Advisors so that I could more directly serve a select group of clients, as well as help fellow advisors serve their own clients.
I guide our clients to a brighter retirement by helping them figure out "What is Your What's Next?"
A few nuggets about me:
Founder & CEO
Chief Morale Officer
Head of Security
If you'd like to learn more about how we help our clients with their transition to retirement, let's talk.