When considering where to build your practice, it’s important to align yourself with like-minded professionals. We are professional fiduciaries with an entrepreneurial spirit. We keep our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships and further build their business.
In order to succeed in today’s challenging business environment, you need a firm large enough to offer a wide range of financial solutions but small enough to nimbly adopt innovative new ideas and provide the attention you expect. Lenox Advisors has a national footprint, a “boutique” culture, and an extensive team of resources and support to help you to gain a competitive advantage and grow your business.
Why we’re different:
- Our team of experienced financial professionals collaborate across disciplines on behalf of our clients
- Our focus is wealth management, our expertise serves individuals and corporations
- Our partnerships with National Financial Partners, Mass Mutual and other insurance carriers provide exclusive access
- Our professionals provide strong and personalized training, development and mentoring
- Our platform is continually evolving to meet with innovative technology that surpasses industry standards