Our Differences

Unfortunately, most people are losing money on their financial models that they have no idea that they are losing.  Default strategies that have been described as "musts" for building, preserving and transferring wealth may actually cost us and our families millions of dollars over time, as opposed to building us wealth. These default strategies include, but are not limited to 401(k) investing, reinvesting dividends and capital gains, prepaying a mortgage or paying off a mortgage early, second-to-die (survivorship) life insurance for estate planning, only removing RMD's from retirement plans etc. We will help to integrate and coordinate all aspects of your planning, so that it becomes strategy driven, not product driven.          

The recapture of costs such as taxes and fees, along with their associated opportunity costs, will allow you to grow and/or spend and enjoy more money with less risk.

Our Firm and Philosophy

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



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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.