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.
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.
CRPC™
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.
