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.