#topfinancialadvisers

The National Association of Plan Advisors (NAPA) released the list of its Top DC Advisor Teams for 2022 and Benefit Financial Services Group (BFSG Institutional Services) is pleased to announce we are among the nation’s leading retirement plan advisor firms. The National Association of Plan Advisors (NAPA) Top DC Advisor Teams listing focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in Defined Contribution (DC) assets under advisement. It is based on self-reported assets under advisement as of December 31, 2022, unless otherwise noted. This is the sixth annual list of DC Advisor Teams. The Top DC Advisor Teams listing can be seen here.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser.  The Firm did not pay a fee for inclusion on this list.

Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory (RIA) firm serving both institutional and individual clients, is pleased to announce it has been ranked for the third consecutive year in Financial Advisor’s (FA) magazine.

“We are thrilled to be counted among the nationally ranked Registered Investment Adviser’s by FA
Magazine for a 3rd year in a row,” said Michael Allbee, a principal of BFSG. “Current market volatility is
unsettling, but I know our team of professionals is working hard every day and fulfilling our mission of
striving to always put our clients’ interest first. Honesty, integrity, transparency, and excellence
comprise our core principles. We are gratified that so many of our clients continue to place their
confidence in us and appreciate that together we are getting through this very difficult period.”

Read here for the press release.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications
should not be construed by a client or prospective client as a guarantee that he/she will experience a
certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory
services; nor should they be construed as a current or past endorsement of the Firm or its representatives
by any of its clients. Rankings published by magazines and others are generally based exclusively on
information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for
inclusion on this list.

Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory firm serving both institutional and individual clients, is pleased to announce it has been ranked in Barron’s “Top 100 Institutional Consulting Teams” for 2022. The Barron’s listing can be seen here.

“BFSG serves as a fiduciary with every client and provides written acknowledgement of our fiduciary status. Our team-based approach ensures each of our clients has access to the knowledge and expertise
of our experienced retirement and investment professionals. We are proud that our team is raising the standards in the industry and our deep appreciation goes to our loyal clients and our dedicated professionals,” said Darren Stewart, a Principal, and Senior Retirement Plan Consultant at BFSG.

This annual ranking is performed by Barron’s. Registered Investment Advisors, Institutional Consultants, and Wealth Management Firms complete a questionnaire about their practice. Barron’s verifies the data
with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories they do multiple sub calculations. Barron’s measures the growth of advisors’ practices and their client retention. They also consider a wide range of qualitative factors aimed at capturing the resources that advisors devote to creating a high-quality experience and assessing their actual track record of serving clients well. The qualitative measures include regulatory records, team resources, work experience, and advanced credentials. For more information about Barron’s methodology, click here.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

Benefit Financial Services Group (BFSG), a multi-faceted registered investment advisory firm serving both institutional and individual clients, is pleased to announce it has been ranked #7 in Financial Advisor’s (FA) magazine “Top 50 Fastest-Growing Firms” and ranked #345 out of 551 firms that made the list in FA’s 2020 “Annual RIA Ranking”. The rankings were released in the August 2020 issue of Financial Advisor magazine (https://www.fa-mag.com/news/rias-in-the-time-of-pandemic-56993.html).

“BFSG is proud to continue its upward trajectory to the forefront of the financial adviser industry and our deep appreciation goes to our loyal clients and our dedicated professionals,” said Michael Allbee, a principal, and the CCO of BFSG.

See the full press release here.

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser.  The Firm did not pay a fee for inclusion on this list.

BFSG is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.

https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563

Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.