E167 Michael Allison

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:

• I’m a native Texan and my family back home has never forgiven me for leaving because:
• I lived in the Boston, MA area for most of my corporate career, and with my wife, raised two (now adult) children, but:
• We recently moved to Upstate NY to be closer to our oldest child.
• I’m no longer a “suit”.
• My Superpower: The ability to effectively communicate complex investment concepts and make them understandable and accessible to non-professionals.
• My Kryptonite: Green olives.
• My Favorite Band: Rush (I’ve been a drummer since I was a teenager)
• My Favorite Book: The Fourth Turning (Strauss and Howe)