A complete list of active advisors currently associated with The Bendix Financial Group, Inc.

Warmer can help you find a great advisor at The Bendix Financial Group, Inc. or one who fits your needs even better.

The Bendix Financial Group advises individuals (including high‑net‑worth clients), business entities, trusts, estates, charitable organizations and retirement plans, providing discretionary portfolio management, retirement consulting and limited stand‑alone financial planning. The firm also offers accounting and tax preparation services through its principals and can implement recommendations through either wrap‑fee or non‑wrap arrangements. Portfolios are constructed using asset‑allocation tools, risk‑tolerance questionnaires and a mix of mutual funds, ETFs, individual equities and fixed income, with ongoing supervision, rebalancing and the option to use third‑party model managers. The advisor participates in multiple wrap programs and platform offerings (including model portfolio, SMA/UMA and separately managed account options) and leverages program managers such as BlackRock, Goldman Sachs, Fidelity, Russell and Vanguard to implement diversified strategies. Noteworthy differences from many peers include the firm’s broker‑dealer affiliation and representatives’ ability to effect commission‑based transactions and insurance sales, and its role in offering wrap‑fee program sponsorship with custodial and execution services provided through sponsoring firms. The firm also offers accounting/tax services through its principals and manages approximately $196.6 million in discretionary assets for roughly 211 clients, disclosures and potential conflicts of interest for commission or insurance compensation are addressed in its brochure.

To learn more about the advisors currently working at The Bendix Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.