Founded in 1997, Benefit Financial Services Group (BFSG) is a fiduciary advisory firm dedicated to helping organizations and individuals achieve better financial outcomes. The company operates two main divisions: Institutional Consulting, which provides comprehensive advisory and fiduciary services for corporate retirement plans like 401(k) and 403(b), and Private Wealth Management, which offers financial planning and investment management services to individuals, families, and trustees. As a CEFEX-certified firm, BFSG adheres to global standards of excellence for investment fiduciaries.

Founded in

United States