Who We Are

Who We Are

Benjamin Advisory Group is proud to be the Midwest Regional Office for Wealth Teams Alliance.  We are wealth advisors.  We serve families, helping them to achieve financial independence.  We rely on our experience and education to analyze our client’s current situation.  Once we understand, we seek to find acceptable alternatives that are more efficient and effective.  Our goal is to bring value to our clients, especially in areas where they may feel underserved.  We do this through dedicated service and attention to our client’s welfare and needs.

OUR VISION

Benjamin Advisory Group aspires to be a leader in evidence based investing using the scientific method and the efficient frontier to bring academic research and proven investment methods to our portfolio and client recommendations.

OUR MISSION

The Mission of Benjamin Advisory Group is to manage markets, not stocks, in order to optimize the growth potential for our client portfolios.   Our goal is to match market benchmarks for all our selected asset classes used in our allocations.  We seek to do this by following proven research and applied evidence based conclusions to our clients through low cost investment portfolios.

student-849825_1920