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.
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 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
New Short-Term Rental Tax Filing for California
Starting in 2024, California is mandating owners of short-term rental properties to file the new personal...
Monthly Market Update (November 2023): 3 Things You Need to Know
Markets closed November in a positive mood thanks to tentative signs of economic moderation in the U.S. and...
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.
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Connect With Us
California Office (Headquarters)
Wealth Management & Institutional Services
2040 Main Street, Suite 720, Irvine, CA 92614
Arizona Office
Wealth Management
1643 E. Bethany Home Road, Phoenix, AZ 85016