Roots of the Firm: The Premier Path Origin Story

In our debut episode of the Premier Path Podcast, CEO Michael Lehman and COO Derek Wittjohann pull back the curtain on who we are, how we began, and the bold decision to break away from a wirehouse to build an independent firm built around client-first values. Michael and Derek share the story behind Premier Path—why independence matters, what drove the launch, the risks we took, and how our vision for the future shaped the culture we have today. This episode sets the foundation for what this podcast will be: honest dialogue, industry insight, and a transparent look into what it means to build a modern wealth management firm from the ground up. Important Disclaimer: Premier Path Wealth Partners is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level of skill or ability. The material discussed in this episode is provided for informational purposes only and should not be taken as tax, legal or investment advice. Any market information is from sources deemed reliable and may be the opinions of investment professionals, but you should consult your financial advisor for further assistance. Past performance of investment, sector, or index is not indicative of future results. Please refer to Premier Path's disclosure documents for further information concerning specific products or services.