Our Firm and Philosophy

The Benjamin Financial Group, Inc. is a wealth management and estate planning firm. Most advisors call themselves "wealth managers," no matter what their business type. Many are simply selling investment or insurance products. Wealth Management is a business model that entails offering a broad array of financial planning and investment-management services, using a consultative, educational approach and a network of specialists. Set aside prior opinions and preconceived notions about financial planning, and you will open yourself up to financial opportunities you may never thought obtainable.

The philosophy at The Benjamin Financial Group, Inc. is that "It is protecting what you have from loss that makes and keeps you wealthy." This includes, but is not limited to losses in taxes, the stock market, lawsuits, fees, etc. We believe that a financial and estate plan must build a foundation of protection first, and provide economically sound verifiable strategies. Traditional financial planning says that more risk equals more reward. This thinking is flawed, as it creates a plan based on hope.

Our clients' financial and estate plans are designed to enhance what they have already done well, with less risk than they are already taking.

Our financial and estate plans are designed to work without any additional out of pocket outlay.

As Judge Learned Hand, one of our country's most highly regarded tax minds said, "Informed consumers who do not act, have no advantage over uninformed consumers who can not act."

Our Address

A Registered Investment Advisory Firm
7600 Leesburg Pike
Suite 305 East
Tysons Corner, Virginia 22043
Phone: 703.821.3700
Fax: 703.940.7568
Email: info@thebenjaminfinancialgroup.com

The Benjamin Financial Group, Inc. is a Registered Investment Advisory firm in Virginia. The Benjamin Financial Group, Inc., works with clients in Virginia 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.