Benge Financial Group offers objective financial guidance and investment recommendations through an independent broker-dealer, serving clients across multiple life stages with a multi-generational family team.
Benge Financial Group is proud to operate through an independent broker-dealer and asset custodian that has no ties to a corporate parent, banking organization, insurance company or other entity that may present conflicts of interest. We have the flexibility to offer access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment brand - which means you receive objective financial guidance and investment recommendations.
Our multi-generational family team is positioned to help your family through life's various financial stages and provide continuity for your plans. We believe that our team's combined 57 years of extensive experience has enabled us to develop an advisory process and disciplined asset management strategy that sets us apart. Our clients have come to expect innovative strategies executed at a high level. We strive to make your investment experience pleasant and one that allows you the financial freedom to spend the maximum amount of time on the things that matter most to you. You are never just another account number to us. We know you, understand your goals, and are dedicated to your long-term success.
Independent broker-dealer and asset custodian
No conflicts of interest
Multi-generational family team with 57 years of combined experience
Personal CFO program integrating planning and investment management
Services
Personal Financial Planning
A comprehensive financial plan tailored to individual goals, including retirement income testing, Social Security and Medicare analysis, tax efficiency analysis, liability and risk analysis, and estate plan review.
Identification of goals and prioritiesCurrent financial position analysisRetirement income testing with 'what if' scenariosSocial Security and Medicare analysisTax efficiency analysisLiability and risk analysisEstate plan reviewOngoing management to stay on track
Investment Management
Discretionary management of assets held in the SWM program through LPL, the firm's asset custodian, focusing on personalized investment strategies.
Personalized investment strategiesDiscretionary management of assetsIntegration with financial planning for a cohesive approach
Comprehensive financial planningObjective advice without conflicts of interestRegulated by the Certified Financial Planner Board of Standards
Credentials & Certifications
CFP® (Certified Financial Planner™)
Since N/A
Frequently Asked Questions
What is the difference between investment only clients and financial planning only clients? +
Some clients utilize Benge Financial Group solely for investment management, while others focus exclusively on financial planning. Many clients benefit from a combined approach known as the Personal CFO program, which integrates planning and investment management for efficiency.
How does Benge Financial Group ensure objective financial advice? +
Benge Financial Group operates through an independent broker-dealer and asset custodian with no ties to corporate parents, banking organizations, insurance companies, or other entities that may present conflicts of interest, ensuring unbiased financial guidance.
What services are offered on a financial planning contract basis? +
Financial planning services, including allocation advice and education, are offered on a contract basis. Discretionary management is limited to assets held in the SWM program through LPL, the firm's asset custodian.
