Awards:

• March 20, 2024 – NAPA Names BFSG Institutional Services to Top DC Advisor Teams for 2024.
• July 22, 2023 – BFSG Ranked in Financial Advisor’s (FA) Magazine for a 4th consecutive year for 2023.
• April 17, 2023 – BFSG Named one of Barron’s “Top 100 Institutional Consulting Teams” for 2023.
• September 16, 2021 – BFSG Named one of PLANADVISER’s “Top 100 Retirement Plan Advisers” for 2021.
• July 30, 2020 – BFSG Named to 2020 Financial Times 300 Top Registered Investment Advisors.

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Benefit Financial Services Group’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Recognition

• April 3, 2024 – Michael Allbee, Senior Portfolio Manager at BFSG, named to Forbes/SHOOK Best-in-State Wealth Advisor 2024 List.
• October 1, 2023 – Chad Noorani, Retirement Plan Consultant at BFSG, was interviewed by PLANSPONSOR about steps to better outcomes for retirement plans if the goal is engagement. Check out the article by clicking here
• ​July 3, 2023 – Chad Noorani, Retirement Plan Consultant at BFSG, was interviewed by PLANSPONSOR about artificial intelligence’s (AI) potential to improve plan design and expand retirement plan access. Check out the article by clicking here.
• May 23, 2023 – BFSG Paul Horn a 2023 Five Star Wealth Manager.
• October 20, 2022 – NAPA Names Tina Schackman to 2022 Top Woman Advisors List.
• November 12, 2021 – Tina Schackman, Principal and Senior Retirement Plan Consultant at BFSG, joined the WE Inspire Promote Network (WIPN), previously known as Women in Pension Network, to drive membership and promote the advancement of Diversity, Equity and Inclusion (DEI) for women in the retirement industry. She joined the Board in January 2021 and is proud to be serving a 2nd year with this incredible group of women. Check out the announcement by clicking here.
• December 2020 – Steven Yamshon’s case study called \”Organ Transplants at Cedar-Sinai Medical Center, Los Angeles, and the Third Industrial Revolution\” was recently published in The Global History of Capitalism published by Oxford University. Check out the article by clicking here.
• December 9, 2020 – NAPA Names Darren Stewart, JD to 2021 Top Retirement Plan Advisors Under 40.
• December 9, 2020 – NAPA Names Chad Noorani, QKA to 2021 Top Retirement Plan Advisors Under 40.
• February 17, 2020 – Steve Yamshon, a Managing Partner at BFSG, was interviewed by Breana Patel, an industry expert on regulatory and risk assessment, about the top risks in Socially Responsible Investing. Check out the article by clicking here.

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Benefit Financial Services Group’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.