Investing by Design

We invest to support your life today, your goals for tomorrow, and your life’s legacy.
To us, that’s what it means to be investing by design.

Empowering better financial decisions

We guide you through each waypoint on the the journey that is life,
and prioritize sharing the rationale and data that backs-up each recommendation that we make.

The right kind of business, done the right way

We go the extra mile to deliver a personalized client experience
with the intention to give you peace of mind in the advice and action you receive.

Investing by Design

We invest to support your life today, your goals for tomorrow, and your life’s legacy. To us, that’s what it means to be investing by design.

Empowering better financial decisions

We guide you through each waypoint on the the journey that is life, and prioritize sharing the rationale and data that backs-up each recommendation that we make.

The right kind of business, done the right way

We go the extra mile to deliver a platinum client experience with the intention to give you peace of mind in the advice and action you receive.

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 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 personalized 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 strategies 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.

BFSG New Site Launch Icons Purpose e1687448598328

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.

BFSG New Site Launch Icons Strategy e1687448525797

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.

BFSG New Site Launch Icons Story e1687448504993

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 personalized 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

CalSavers Reminder

CalSavers will soon apply for those California businesses that have 1-4 employees, and you will need to...

read more

Featured Webinars

Current Webinar Series

Upcoming Series

Please check back for our next webinar series.

Connect With Us

Financial Services Group BBB Business Review