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.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jeremy Schwartz: Behavioral Finance and Investing

By: Ana Trujillo Limon
How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor …
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
1 2 3 141