Lantana, TX Office

Wealth Benefit Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, and pension/retirement plans, offering managed accounts and company-sponsored retirement plan consulting. Services include portfolio management (both discretionary and non-discretionary), written investment strategies, and 3(21) retirement plan advising for plan sponsors.

The firm tailors advice to clients’ objectives, time horizons, and risk tolerances and uses a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both long- and short-term purchases. Portfolios may be constructed using a mix of turnkey asset management programs (TAMPs) — including passive Dimensional fund allocations through a TAMP — and separately managed accounts from established managers to customize risk/return and tax outcomes.

Wealth Benefit Advisors is notable for operating with a small advisory team while managing several hundred million in client assets, with roughly $334 million discretionary and $46 million non‑discretionary AUM reported. The firm also offers Securities-Based Lines of Credit through its custodian relationship for eligible clients, documents its oversight of TAMP sub‑advisers and discloses due diligence on service providers that employ artificial intelligence or machine learning components.