Lenox Advisors is a wealth advisory firm that focuses on high net worth individuals and corporate executives. They coordinate all aspects of a client's financial life, including retirement planning, asset management, risk management, and estate planning. For corporate clients, Lenox advises on benefit programs and retirement plans, including customized programs for senior executives.

1. Lenox Advisors is a comprehensive 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 programs for senior executives.
Lenox Private Wealth Management
Lenox CFO™
Estate Planning* Strategies
Lenox Retirement Advisor™ (retirement income, distribution and tax minimization strategies)
Account Aggregation
Vault for Personal Documents
Lenox Money-Smart Kids™ Program
Lenox Asset Management
Access to Separately Managed Accounts
Municipal and Taxable Bond Portfolios
Real Estate Investment Trusts
Hedge Funds
Lenox Insurance Brokerage
Life, Disability Income, Long Term Care Insurance
Home, Auto, Umbrella Liability Insurance **
Ownership Structure, Trusts
Key Person Coverage
Fixed and Variable Annuities
Lenox Corporate Client Services
Lenox Corporate Benefits
Group Benefits (bSwift HRIS, Health and Welfare; Disability/LTD; HSAs)**
Corporate Carve-Out Insurance Programs (Life; Disability Income; Long Term Care)
Lenox RPC™ (Retirement Plan Consultancy) Platform
Ongoing Fiduciary Support Services
Ongoing Investment Monitoring
Investment Policy Statement Reviews
Detailed Processes/Unbiased Perspective
Lenox Advisors. Integrating financial security into financial success.
www.lenoxadvisors.com
Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc., offers access to securities and asset management services through
MML Investors Services, LLC., 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox
Advisors, Inc. offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors
Services, LLC. for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc. is a wholly owned subsidiary of National
Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox
Advisors, Inc. as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC. #86543 © 2011 Lenox
Advisors, Inc. All rights reserved.