Strategic Relationships

As an independent wealth management and estate planning firm, The Benjamin Financial Group, Inc is fortunate to have built strategic relationships with some of the most highly regarded individuals in their respective fields across the country. We encourage clients who have existing relationships with trusted advisors to introduce them to us and our process. If you do not have relationships, we are pleased to make an introduction to someone we highly regard, who is familiar with our model and holistic approach to planning.

We exert significant due diligence and screen and test potential relationships very carefully. Our goal is to identify people who possess the same level of integrity and provide the same high level of service as The Benjamin Financial Group, Inc.

The firms and people listed that we have strategic relationships with are not employees or in any way directly affiliated with The Benjamin Financial Group, Inc. There are also no compensation arrangements or referral incentives with our strategic relationships.

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.