About Us

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.  We are a wholly-owned, indirect subsidiary of Focus Financial Partners (“Focus”).  Focus is a leading partnership of independent, fiduciary registered investment advisory firms, providing superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit, and investment consulting services.  We maintain offices in Irvine, CA, Anaheim Hills, CA, and Phoenix, AZ.

BFS Institutional Services provides advisory services to retirement plans in both the public and private sectors.  We strive to place our clients’ interests first, with services including, but are not limited to: investment consulting; fiduciary compliance consulting; provider search and selection; vendor contract negotiations; vendor benchmarking; plan cost evaluation; and employee education/communication.  Using the standards set forth in governing law, such as the Employee Retirement Income Security Act (ERISA), California Constitution, Government Code, and the Uniform Prudent Management of Institutional Funds Act (UPMIFA), we advise plan sponsors, committees, and fiduciaries in understanding and addressing responsibilities to their plan, participants and beneficiaries.  Our service team consists of dedicated specialists focused exclusively on providing institutional consulting services.

BFS Wealth Management offers a comprehensive approach to financial success, coordinating investment goals with financial planning and wealth management strategies.  We create fundamentally sound, well-constructed portfolios that are unique to each client’s situation and financial needs.  We apply an ongoing, interactive process with regular monitoring and updating, designed to meet client investment objectives over time.  Families, individuals, and charitable organizations have all benefitted from the expertise of our financial advisors.  Our services include, but are not limited to, portfolio construction and investment management; investment performance reporting; comprehensive retirement and financial planning; social security claiming analysis; retirement income withdrawal strategies; and pension plan payout analysis – all coordinated with other professionals as warranted.

Our Process

Our BFSG team works together to achieve the goals and objectives of our plan sponsors, plan participants, and individual wealth management clients.  We employ a “high-touch” service model to communicate with our clients in the ever-changing environment in which we all live and work.  We strive to always align our interests with our clients, therefore we adhere to a strict fee-for-service model in both the institutional and wealth management divisions.  We do not sell any product, nor do we receive any compensation from any source other than our clients. This helps us strive to always put our clients’ interests first and to remain objective. Honesty, integrity, transparency and excellence comprise our core principles.