Ben Kleinschmidt, ChFC

Ben is a Senior Vice President and Relationship Manager for Lenox Advisors. Ben joined Lenox Advisors in 2019 after starting his career in the financial planning industry with Northwestern Mutual. Ben specializes in comprehensive estate, insurance, and investment management strategies for his team’s individual clients.  He also is responsible for working with corporate clients to structure in-depth employee benefits strategies and executive carve-out programs.

Ben is committed to building long-term relationships with his clients and helping them reach their goals is his number one priority. Using his knowledge, experience, and world-class tools, Ben helps build financial freedom for his clients. Ben is focused on working with clients across big four accounting, banking, consulting firms, attorneys & healthcare providers.

Ben sits on the Junior Board of Christodora, providing NYC’s youth opportunities to learn & experience the natural world first-hand. Ben is a native New Yorker and enjoys experiencing the city’s great restaurants, traveling, golfing & playing pickleball.  Ben graduated from Wake Forest University where he received a Bachelor of Science degree in Business Management. Throughout his career, he has earned his Chartered Financial Consultant (ChFC®) designation. Additionally, he also holds FINRA Series 7 Registration.

Most recently in 2025, Ben was recognized by Forbes as America's Top Financial Security Professionals.