Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”

Contemporary Strategic Solutions - New York, NY is an office of Contemporary Strategic Solutions, based in Spring Lake Heights, New Jersey. Its work centers on employers in construction and transportation and warehousing, primarily mid-sized and large organizations. The office places fully insured medical coverage, retirement plans and collectively bargained arrangements. Example carriers include Elevance, Aetna and UnitedHealthcare.

At ISI, we believe our customer-oriented philosophy has helped establish us as a preferred global benefits consultant. ISI is a full service insurance brokerage and benefits consultant offering a comprehensive portfolio of insurance products including medical, dental, vision, life, accidental death and dismemberment, long term disability, property and casualty and retirement savings plans. With over 120 clients on five continents, we look forward to continuing to provide employee benefit solutions while always keeping our clients’ first in all that we do. For more information, please visit our website, www.isiww.com.

Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.

At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing economics and empathy in our approach, we work side by side with you to find solutions to benefit your people and your business. By turning ideas into actions that spark positive change, we help you enrich employees’ lives and careers and drive innovation, progress and performance. Mercer is a business of Marsh McLennan. Get to know us better: Click the “learn more” button at the top of the page to discover everything we do to help you meet the needs of today and tomorrow. Follow us on Twitter at @Mercer.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.