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Financial planning that scales with your career.

Lenox Advisors provides comprehensive financial planning, retirement, investment, and insurance solutions tailored to high-earning professionals, including physicians.

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What They Do

Lenox Advisors offers integrated financial planning services, including investments, retirement planning, insurance strategies, and long-term wealth management.

Exclusive PCS Member Benefits:

  • Physician-focused financial planning

    • Physician exclusive discounted fee schedule

    • Free access to INVESTOR 360

    • Casualty protection for trainees and practicing physicians

  • Retirement and investment strategy alignment

  • Insurance solutions integrated into broader goals

Your Primary Points-of-Contact

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Ted Wight

CFP®, ChFC®, CASL® & Lenox Partner

Ted is a seasoned professional in the financial services industry with over 26 years of experience. Leveraging his deep knowledge and expertise, Ted has guided numerous clients to safeguard their assets, strategically plan for retirement, and forge a lasting legacy.

Ted’s specialty lies in serving medical professionals, where he utilizes his collaborative approach to craft customized financial strategies that cater to their unique needs. He also extends his support to hospitals nationwide by providing guidance on retirement planning, benefits administration, and overall financial well-being.

Ted holds certifications in Certified Financial Planner™ (CFP®) Professional, Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Investment Advisor Representative of MML Investors Services, LLC.

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Jake Lanford

Senior Vice President

Jake develops comprehensive estate, insurance, and wealth management strategies for high-net-worth individual clients. With his corporate clients, he structures in-depth employee benefits strategies and executive carve-out programs.

Prior to entering the financial services industry in 2005, Jake served five years in the Air Force as an officer in the Medical Service Corps. Jake earned his Bachelor of Science degree from the US Air Force Academy and an MBA from Babson College. He also holds the Chartered Financial Consultant (ChFC) designation and FINRA Series 7, 24 & 66 licenses. Jake and his wife, Anna, live in Monkton, MD. Jake’s oldest daughter, Kessler, is a Cadet at the US Air Force Academy, and his youngest daughter, Ellie, is studying nursing at the University of Kentucky.

Who Lenox Advisors is ideal for

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Early- and mid-career physicians

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Physicians planning for long-term financial independence