FUND A LIFE YOU LOVE

Your Team


When you work with Lenox, you’ll be working with your own personal team of leading financial experts widely respected in the industry and proven in their ability to optimize financial success– advisors, analysts, and coaches whose focus is to understand your personal financial goals and maximize your financial future.

Your Team

When you work with Lenox, you’ll be working with your own personal team of leading financial experts widely respected in the industry and proven in their ability to optimize financial success– advisors, analysts, and coaches whose focus is to understand your personal financial goals and maximize your financial future. Think of your Lenox team as close friends you trust to guide you through life’s events and challenges to a lifetime of financial well-being and personal fulfillment.  

Wherever you are currently– just starting out on your financial plan or nearing retirement– and whatever your income or savings, you are important to us. Let’s get busy.  Let’s lay out next steps to Fund a Life You Love®.