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

BFSG’s staff members are dedicated to servicing clients’ needs and objectives through our team-based approach. Maintaining optimal client service levels is the main priority. We realize the retirement plan and institutional marketplace is constantly changing, and therefore, keeping clients informed is of critical importance.

BFSG adheres to a strict fee-for-service model. We do not engage in “preferred producer” programs or soft dollar payments. This allows us to strive to put our clients’ interests first, and to remain objective.

We provide all of our consulting services in-house, which allows for overall greater efficiencies in the marketplace.