When you choose Wharton/Lyon & Lyon as your insurance broker, you not only make a sound investment in the immediate security of your company or organization, you make an investment in its future success as well.  We are committed to helping clients achieve their long-term financial goals and plans for growth.  So great is our commitment that many clients consider us business partners.  And that is exactly how it should be.  Because how well we manage your risks has a profound impact on your profitability and your ability to achieve certain goals.

Wharton/Lyon & Lyon has put its skills to work for thousands of clients ranging from financial institutions, schools, manufacturers and service industries to non-profit organizations, contractors, wholesalers and retailers.  Contact Wharton/Lyon & Lyon today.

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Banking and Mortgage Insurance ReviewLehman Consulting, a division of The Wharton Group, is an insurance risk management and consulting firm. Our extensive experience provides lenders with the security of knowing that they are properly covered and in compliance with the regulatory insurance requirements of their loans. Our clients include investment banks, capital market lenders, and commercial lenders in their new loans and annual reviews. We work with our clients to protect their collateral and are responsive to their insurance needs. 

Our focus is to protect our lenders' interests and advise them of the current state of the insurance market and lending industry. Since each loan is unique, we work with lenders to risk assess the subject property or project and ensure the lenders' insurance requirements are met. Throughout the review process, we assist in drafting insurance provisions for loan agreements; negotiate coverage terms and limits while maintaining constant contact with our clients and their counsel.