Skip to main content
Lenox Advisors logo

Lenox Advisors

4.1

A Lenox Advisors Company

www.lenoxadvisors.com
Location
New York, NY
Size
201-500 employees
Revenue
Unknown / Non-Applicable
Industry
Financial Services
Founded
1992

Premier Wealth and Insurance Advisory Firm

Lenox Advisors stands as a premier wealth and insurance advisory firm that has grown from ambitious beginnings in 1999 to become a national leader in comprehensive financial services. Headquartered in New York with offices across Chicago, Los Angeles, San Francisco, Stamford, and Baltimore, this privately-held company employs 201-500 dedicated professionals who specialize in serving high net worth individuals, families, and corporate clients throughout the United States.

Client Centered Financial Excellence

What distinguishes Lenox Advisors is their unwavering commitment to building custom solutions that integrate all aspects of their clients' financial needs. Their advisors work as true advocates, investing time to deeply understand each client's unique goals and values before developing comprehensive strategies to protect and preserve wealth. The firm's holistic approach encompasses:

  • Financial planning and asset management
  • Insurance and risk management solutions
  • Employee benefits and executive benefits programs
  • Integrated strategies where all elements work in unison

Award Winning Workplace Culture

Lenox Advisors has earned Great Place to Work(R) certification for six consecutive years, reflecting the company's genuine commitment to employee satisfaction and professional development. Leadership prioritizes understanding how employees think and feel, shaping a culture where team members are recognized as the most valuable asset. This employee-first philosophy creates an environment where advisors and support staff can build meaningful careers while maintaining work-life balance and professional growth.

Career Growth and Resources

As part of NFP Corp. since 2002, Lenox Advisors combines the personalized approach of a boutique firm with the resources and stability of a larger organization. This strategic partnership has fueled unprecedented growth while maintaining the company's commitment to customized client solutions. Professionals at Lenox benefit from:

  • Access to comprehensive financial solutions and tools
  • Collaborative team environment focused on client success
  • Professional development in a growing national practice
  • Opportunity to work with high-net-worth clients and complex financial situations
  • Culture that values both excellence and employee wellbeing

For financial services professionals seeking a firm that balances client advocacy with genuine care for its team, Lenox Advisors offers a unique opportunity to build a rewarding career.

Mission

At Lenox, we share a common goal - helping our clients achieve their financial goals. We do this by offering integrated financial solutions that address the needs of high net worth individuals, their families and corporate clients.

Frequently Asked Questions

Lenox Advisors employs 201-500 dedicated professionals across its national offices, providing comprehensive financial advisory services to high net worth clients.

Offices

Loading map...

Lenox Advisors Named Again to 2025 Top Financial Security Professionals Best-in-State List by Forbes and SHOOK Research

27 Professionals from Lenox Advisors Named to the Prestigious Ranking NEW YORK, July 28, 2025 /PRNewswire/ -- Lenox Advisors, Inc., an affiliate of NFP, an Aon company, proudly announced that 27 of its financial professionals have been named to the 2025 Forbes/SHOOK Research Top Financial Security Professionals Best-in-State List. This prestigious honor recognizes advisors who provide outstanding client service, specializing in tailored investment solutions and risk management strategies such...

Read Full Article

Lenox Advisors Celebrates 9 Years as a Great Place to Work

NEW YORK, June 2, 2025 /PRNewswire/ -- Lenox Advisors is pleased to announce we have been recognized as a Great Place to Work(R) for the ninth consecutive year! This prestigious accolade highlights the exceptional culture and community spirit that thrives within our company. A Tradition of Excellence At Lenox Advisors, our mission is to protect and preserve the financial security of our clients. This ambitious endeavor wouldn't be possible without the passion and talent of our incredible...

Read Full Article

Lenox Advisors Promotes Gabe Schulman to Partner and Michael Girasole to Managing Director

Schulman and Girasole uphold Lenox Advisors' 'Clients for Life' approach and support firm growth NEW YORK, April 10, 2025 /PRNewswire/ -- Lenox Advisors, Inc., an affiliate of NFP, an Aon company, announced the promotions of Gabe Schulman to partner and Michael Girasole to managing director. Schulman previously held the title of managing director and Girasole had been a senior vice president. "Gabe and Michael have consistently demonstrated exceptional leadership and an unwavering commitment...

Read Full Article

Lenox Advisors Appoints Kristi Vassak as Chief Operating Officer

Long-term employee to take on expanded role that aligns well with her capabilities and relationships and the firm's growth objectives NEW YORK, Jan. 27, 2025 /PRNewswire/ -- Lenox Advisors, Inc., an affiliate of NFP, an Aon company, announced the appointment of Kristi Vassak as managing partner and chief operating officer. In 2005, Vassak joined Lenox Advisors, a wealth management and insurance advisory firm, and most recently led its Business and Strategic Solutions division. Throughout her...

Read Full Article

Lenox Advisors Appoints Angie LeMar Chief Strategy Officer

LeMar will drive strategic enhancements to advance company growth and Lenox Advisors' 'Clients for Life' approach NEW YORK, March 3, 2025 /PRNewswire/ -- Lenox Advisors, Inc., an affiliate of NFP, an Aon company, today announced the appointment of Angie LeMar as managing partner and Chief Strategy Officer. In her new role, LeMar will focus on strategic growth initiatives to align the firm's vision, marketing and sales strategy with the company's focus on creating 'Clients for Life'. LeMar...

Read Full Article