Why should you choose to work with Benefit Wealth Partners?
Because we tell it like it is. If you’ve ever worked with a financial advisor who tells you exactly what you want to hear, you may have wondered, “What’s the point?” At Benefit Wealth Partners, we strive to always have open, honest conversations about your progress toward your goals, even when those conversations are difficult.
You can rely on us to keep you on track toward achieving your retirement goals.
Straightforward Advice.
Honest Advocacy.
Exceptional Service.
Service
We provide the same level of exceptional, personalized service to each and every client, regardless of asset levels. We understand how important your retirement goals are to you, and we work every day to help you achieve them.
We strive to simplify your financial life and provide straightforward strategies to help you prepare for your version of success in retirement. We make sure you’re fully informed and comfortable with all strategies being implemented on your behalf.
Our ultimate goal is to build a long-term, dedicated relationship with you so you know you have an advocate in your corner.
Innovation
We employ innovative, technology-driven strategies to help you succeed in retirement. We support you with the data, expertise and custom insights you need to empower your financial life and achieve your long-term goals.
We employ third-party, data-driven reporting to validate all client portfolios. This helps us remain objective in our recommendations and allows you to know exactly where you stand on the path toward achieving your retirement goals.
Experience
Our team has extensive experience helping clients navigate a wide range of financial challenges in order to achieve their retirement goals. We attend regular training and continuing education seminars to help ensure we continue to provide the highest level of service, expertise and professionalism to every client.
Our founder, Brent Ford, began his career in 2008 and experienced first-hand how the traditional approach to wealth management crumbled in a challenging economic environment. As a result, we are always searching for better ways to serve clients, manage portfolios and mitigate risk. Our experience allows us to help you weather the unexpected.
Honesty
If you’re going to achieve your retirement goals, you need an advisor who tells it like it is. As your financial advocate, we believe it’s our responsibility to be honest and upfront at all times. That sometimes means telling you if you’re doing something that could potentially derail your progress. While it’s not always the news you want to hear, you can rely on us to offer suggestions and strategies to help get you back on track.
We challenge you to make improvements in your daily financial life that lead to better results. We empower you to take control of your future, not simply hope for the best.