About My Practice
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®.We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL.Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that we have developed over more than 25 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Diahann W. Lassus, CFP, CPA/PFS is President and Co-owner of Lassus Wherley. Diahann has been named a FIVE STAR Wealth Manager by New Jersey Monthly in 2012 and 2011 and one of Worth Magazine’s Top Financial Advisors seven times beginning in 1994 with the Top-60 list. She received the Robert J. Underwood Distinguished Service Award from NAPFA in 2010. Diahann is quoted frequently in the financial press and has appeared on NBC’s The Today Show, My9/WWOR TV, American Public Media’s “Marketplace,” and CNBC. Diahann serves as a NAPFA Representative on the Financial Planning Coalition where she testified before the House Committee on Financial Services in Washington, DC, on regulation of the financial planning profession. Diahann currently serves on several boards including the NJ State Chamber of Commerce Board of Directors, the Rothman Institute of Entrepreneurship Advisory Board and the Board of Directors for the Center for Women's Business Research.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Considerations: We have minimum fees for services provided.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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