Our Story
Focused On Your
Financial Goals
Comprehensive Financial Solutions Built for You
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:
- Financial Planning
- Asset Management
- Insurance & Risk Management
- Employee Benefits
- Executive Benefits
By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family.
Growth Built On A Strong Foundation
A small group with big plans started in 1999 has now become a premiere wealth advisory firm with a national presence. Lenox began with the unified vision of our managing partners, Michael Book, Greg Large and Rick Van Benschoten — to help our clients navigate the complexities of managing wealth.
By providing objective advice and creating comprehensive plans, Lenox has become a single-source wealth management firm.
The unprecedented success of Lenox Advisors caught the attention of NFP, an Aon company, which acquired the firm in 2002. With the strength and resources of NFP, Lenox Advisors has experienced unprecedented growth and now includes offices in six locations (New York, Stamford, Baltimore, Chicago, Los Angeles and San Francisco) and continues to deliver the same customized solutions now as we have since our inception.
Plans As Unique As You Are
When you work with Lenox Advisors, you will learn that our approach begins with a conversation. We start with an understanding of your life goals, risk management and investment objectives, and financial responsibilities. Then, in collaboration with you, we help to make specific recommendations and observations to help achieve your life goals.
For our corporate clients, we deploy a similar consultative approach. We listen before we speak and understand before we advise. Only after we have a full understanding of your goals and objectives will we offer advice on a full spectrum of employee health and retirement benefit programs.
Additionally, for our corporate clients we design voluntary benefit solutions with discounted individual insurance. This program helps protect senior executives by filling the coverage gaps of the standard benefit program and helps protect their income stream in case of an extended illness or injury.
Not Sure How to Get Started?
We're Here For You
Our advisors will help you protect your income and those closest to you with the right combination of coverage and affordability.