Benefit Financial Services Group (BFSG)
BFSG is an SEC-registered investment adviser offering boutique investment management services to institutional and individual clients.
1991
Part of Focus Financial Partners, maintaining operational independence.
Tailored risk management strategies for clients, ensuring alignment with individual goals and preferences.
Irvine, Ca, United States
About
Mission
Our mission is to empower individuals, families, and institutions through education and personalized financial strategies. Our philosophy centers on 'investing by design,' prioritizing your interests as fiduciaries.
Values
Collaboration, Customization, Commitment, Transparency, Education, Partnership
Participant Demographics
Serving successful families, institutions, and retirement plan sponsors.
Track Record
Team Experience
Experienced professionals, including CFA® Charterholders and CFP® Professionals.
Notable Achievements
Recognized by Newsweek, Forbes, and Financial Advisor Magazine as a top RIA firm.
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Irvine, Ca, United States
Legal & Compliance
SEC-registered Investment Advisor.
No major violations mentioned.
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