As a Registered Investment Advisory firm, we disclose any conflicts of interest prior to engaging in financial and estate planning. We plainly show our different forms of compensation and clearly break down any investment advisory fees clearly. As a Registered Investment Advisory firm, we offer full disclosure; there are no hidden fees. A brokerage account can generate many fees and commissions. They are disclosed in fine print but often not clearly. Did you know that a brokerage account's disclosure statement reads; "Our interest may not always be the same as yours."

A Registered Investment Advisor's standards are considered fiduciary, placing the client's interest first. A registered representative of a broker/dealer's standards are based just on suitability-the investment recommendation may be deemed appropriate based on a preset profile only. This does not mean that a stockbroker has ill intent. Quite the contrary, as most of the people in the financial services industry genuinely care about their clients. The problem is that a Registered Representative can only sell the products their broker/dealer has approved.

An independent Registered Investment Advisory firm can eliminate this potential conflict.

Our Firm and Philosophy

The Benjamin Financial Group, Inc. is a wealth management and estate planning firm. Most advisors call themselves "wealth managers,"


The Benjamin Financial Group, Inc. is a Registered Investment Adviser in Virginia and Maryland. The Benjamin Financial Group, Inc., works with clients in the aforementioned states and in other states under a de minimus exemption, if applicable. The Benjamin Financial Group, Inc. and Benjamin A. Geber, CFP® are not affiliated with a broker-dealer or insurance company. The information that is provided in the web site has been compiled to the best of our ability. However, The Benjamin Financial Group, Inc. does not make any warranties of any kind, expressed or implied, and will not be held responsible, or liable for errors or omissions resulting in any loss or damage caused or alleged to be caused directly or indirectly, by information contained in this web site. We would emphasize the importance of having other advisors. We are not practicing accountants or attorneys. Independent tax and legal counsel are suggested.