Are You On Track To Reach Your Goals?
We have solutions for individuals, families, successful privately owned business and for institutions looking to enhance their 401(k), profit sharing, defined benefits, and endowments.
Your Needs Are Our Priority
Wealth Management
For uniquely successful individuals and families that are looking to optimize all facets of their wealth management strategy.
Institutional Services
For retirement plan sponsors who want to empower their employees to save more toward a meaningful retirement.
It all comes down to investing by design
Benefit Financial Services Group (BFSG) provides a boutique investment management experience you can count on, and we work to empower people through education, knowing that an informed person will make the best decisions.
Since our founding, we’ve believed in doing the right kind of business, done the right way, and we go the extra mile to deliver a custom client experience to the successful families and growing financial institutions that rely on us. And as sworn fiduciaries, you can rely on our team to strive to put your interests ahead of our own and only recommend solutions that we would recommend to our own families.
This is about more than money. We are helping to guide and support your life, your goals, and your legacy. And when your unique objectives drive your entire wealth management strategy and investment team, that’s what we call investing by design.
Our Purpose
This is about more than money. We are helping to guide and support your life, your goals, and your legacy. And when your unique objectives drive your entire wealth management strategy and investment team, that’s what we call investing by design.
Our Strategy
We work to understand where you are today and where you’d like to go, then we work together to build a comprehensive plan that charts the path forward.
Our Story
Since our founding, we’ve believed in doing the right kind of business, done the right way, and we go the extra mile to deliver a custom client experience to the successful families and growing financial institutions that rely on us.
Planning & Investments
Your future requires a reassuring financial plan and investment strategy.
Insights & Education
We work to empower people through education, knowing that an informed person will make the best decisions.
Planning & Investments
Your future requires a reassuring financial plan and investment strategy.
Insights & Education
We work to empower people through education, knowing that an informed person will make the best decisions.
Stay Connected
Our Blog
Monthly Market Update (June 2024): 3 Things You Need to Know
Stock market concentration became more extreme during the quarter. The top 10 stocks in the S&P 500 make...
Tax Treatment of Home Energy Rebates
The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by...
Featured Webinars
Check Out Our 2024 Summer Webinar Series
As part of our ongoing commitment to bring timely, relevant content to our clients and friends of BFSG, we want to take this opportunity to invite you to the next complimentary BFSG webinar series. As we begin the second half of 2024, we are pleased to bring you a series that focuses on protecting assets and setting up a successful career and retirement.