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
that gives 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 that gives 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 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 platinum 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.

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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.

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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.

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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 platinum 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

Featured Webinars

Check Out Our Fall Webinar Series

Fall 2023

As we near the end of 2023, with even more uncertainty surrounding the global economy than when we began the summer, we are pleased to bring you a series that focuses on the basics. Click the link below to register for our Fall Webinar Series.

Connect With Us

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