Benefiel Group
14636 N Scottsdale Rd
Scottsdale, AZ 85254
480.624.0437
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The Benefiel Group was designed to serve Wealth Creators, busy dynamic people with complex financial lives that have high standards of excellence. Families we work with recognize the need for organization and strategic direction from one generation to the next.  We coordinate family goals and objectives with the ever changing environment. We strive to provide a single, reliable source for all financial needs which includes access to Family Office Services, banking and lending.
Welcome

We believe to fully serve our clients it must be at the balance sheet level.  Needs are unique and our goal is to provide appropriate solutions to focus on building family net worth and utilizing the vast resources of our firm.  The process continues to evolve with capital markets, the economic environment, legislative agendas and changes in family needs, goals, and objectives.The Benefiel Group is a multi-generational team that looks to provide multi-generational advice and guidance to our diverse clients.

Recognition
Benefiel Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Scot Benefiel,

CPFA™

Managing Director, Senior Financial Advisor
480.624.0437
Matthew Benefiel,

CFP®

Vice President, Wealth Management Advisor
480.624.0461
Madeline M Bair
Assistant Vice President, Wealth Management Associate
480.624.0544
Madelaine Steiner,

CRPC™

Assistant Vice President, Wealth Management Associate
480.624.0500
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Steven Ngo
Wealth Management Lending Officer
NMLS #630008
Brad Frandsen
Wealth Strategies Advisor
Gregory Fry
Structured Credit Executive
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.