FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
Lenox Advisors is a wealth advisory firm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs.
Most of our clients retain us to be their “personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.
For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out insurance programs for senior executives