About Lyceum Financial
Since 2003, we've been the trusted Personal CFO for high-net-worth families in the Tri-State area, providing fee-only, fiduciary-based wealth coordination.
Our Mission
We simplify wealth coordination for accomplished families by serving as their Personal CFO. Rather than operating in silos, we ensure your investments, tax strategy, estate plan, and business interests work in concert toward your unique goals.
As a fee-only, fiduciary advisor, we have no conflicts of interest. Our only incentive is to act in your best interest—always.
- Fee-only structure (no commissions)
- Full fiduciary responsibility
- SEC-registered
- FINRA/SIPC memberships
Years of combined experience in wealth management
Conflict-free advice with no bank or fund-family ties
Families served across the Tri-State area
Meet Our Team
Experienced professionals committed to your financial success
John J Cerullo Sr
Founding & Senior Partner
Cerullo CPA & Affiliates
Founding & Senior Partner bringing decades of expertise in comprehensive wealth coordination, tax strategy, and financial planning for high-net-worth families and business owners. John's integrated approach ensures all aspects of your financial life work in concert.
James D Babcock
Financial Planner
Lyceum Financial Group LLC
Financial Planner with expertise in integrated wealth planning and coordination across multiple professional advisors. James specializes in optimizing the client's complete financial picture through strategic tax planning and comprehensive wealth coordination.
Why Choose Lyceum?
Integrated Approach
We coordinate across all aspects of your financial life—investments, taxes, estate planning, and business interests.
True Fiduciary
As a fiduciary, we're legally obligated to put your interests first. No exceptions, no conflicts.
Experienced Team
Our team brings CFAs, CPAs, and CFPs with decades of experience coordinating complex financial plans.