What Makes BFSG Different
Focused On Successful Client Outcomes.
We take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
The BFSG Way
When you trust us with your money, you are trusting us with a big part of your life. It’s a massive, humbling responsibility we are honored to take on. We work every day to make the best decisions supporting your happiness, comfort, and financial security.
BFSG is driven by our fiduciary responsibility to put your interests first in order to minimize potential conflicts of interest. We speak—and invest—in terms you can understand and trust.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.
Dedicated Team. World Class Credentials.
CFA® Charterholders
CFP® Professionals
AUM/AUC*
Clients*
Team Members
Years Expertise**
Awards and Recognition
A Little Recognition Never Hurt
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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
* As of December 31, 2023, our assets under management are $1,148,705,835 managed on a discretionary basis and $381,356 managed on a non-discretionary basis and our assets under consultation are $16,003,674,151. Assets under consultation are assets for which we provide ongoing recommendations based upon the needs of the retirement plan sponsor client, as to which specific securities or other investments to make available to its plan participants, as well as other services set forth in the Consulting Agreement. Reference our disclosure brochure.
** Since 1991, our team has been providing custom and comprehensive wealth management and consulting services to both institutional and individual clients. BFSG has been a Focus partner firm since 2007.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, nor any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Benefit Financial Services Group is engaged, or continues to be engaged, to provide investment advisory services.