The recognition marks another milestone for the New York-based firm, which has maintained a presence on the list since its inception. Greg Large, President of Lenox Advisors, attributed the achievement to the company’s "clients for life" philosophy, which prioritizes long-term relationship building over transactional engagement. Managing Partner Stefan Greenberg noted that the firm's consistent performance stems from a culture of mentorship and internal accountability, where advisors uphold high standards to support both individual and corporate clients.
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Thirty-Two Lenox Advisors Professionals Earn Forbes 2026 State Honors
Thirty-two financial professionals from Lenox Advisors have secured spots on the 2026 Forbes and SHOOK Research Top Financial Security Professionals Best-in-State list. The annual ranking recognizes advisors who demonstrate exceptional client service through specialized risk management strategies, including long-term disability, life insurance, and complex annuity planning.
Lenox Advisors, an affiliate of NFP and an Aon company, focuses on bespoke financial planning for high-net-worth individuals and families. Beyond personal wealth management, the firm provides corporate advisory services, including the design of customized health, retirement, and voluntary benefit programs. By integrating individual insurance options with broader investment objectives, the firm aims to address the evolving needs of the modern workforce while maintaining its commitment to risk-focused financial stewardship.
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