Firm name: Bender Financial Services Firm location: Highlands Ranch, CO Firm size: 3 team members AUM Advisory: $108,621,133 Year founded: 2014 Joined Carson: April 2019 We are excited to announce Bender Financial Services is now a Carson Partner firm! The Colorado-based firm was founded in 2014 by current president Benjamin Bender, CFP®. Bender believes financial planning is not an a la carte service. The firm takes a comprehensive approach to ensure that clients’ goals are the highest priority, their lifestyle complemented and their whole life planned for. That means offering services including:
- BFS 360° Planning™
- Integrated solutions
- Investments
- Retirement
- College funding
- Debt management
- Cash management
- Insurance
- Tax planning
- Estate planning
Bender focuses on a small client base in order to develop deep relationships with every client. A common vision of putting the client first and providing a high-level customer experience is why many firms like Bender have chosen to join Carson Partners. Founded in 2012, the Partner program simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management and operations for advisor firms. With over 90 partners, Bender joins a strong community of like-minded firms.
