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Michael Allison, CFA, CFP®

Michael Allison, CFA, CFP®

Founder & CEO

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 based in Saratoga Springs, NY.

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?"