Featured Services

Institutional Services

Institutional Services

Wealth Management Services

Wealth Management Services


Benefit Financial Services Group (“BFSG”) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients through its two divisions – BFS Institutional Services and BFS Wealth Management. Whether providing compliance advice to the fiduciaries of an employer-sponsored retirement plan, or managing the portfolio of an individual seeking a sound financial future, we strive to operate in a conflict-free environment with full transparency, and to place the interests of the client first. We do not receive commissions or sell products of any kind. Our team-based approach ensures each of our clients has access to the knowledge and expertise of our experienced retirement and investment professionals. Maintaining optimal client service is our top priority.