$140M Bender Financial Services Joins Carson

News Omaha, NE – June 27, 2019 –  Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decisiveness to affiliate with Carson Partners in order to advance their client service to the adjacent degree .
Benjamin Bender launched the firm in 2014 with the goal to develop an advance, planning-focused approach for his practice. recently he set out to explore improved engineering solutions that could help his team communicate better with clients and run a more effective drill. After considering half a twelve broke dealers and/or RIAs, he and his team chose to spouse with Carson because of its prove agility, alignment of caller polish and values, and its capability to deliver a superior cortege of technology tools .
Bender Financial Services manages $ 140 million in assets for families in the Greater Denver area and across the nation. “ The decisiveness to partner with Carson is an extension of my service to my clients, ” said Benjamin Bender, President of Bender Financial Services. “ not only has this set us up to be more sophisticate when it comes to engineering, but it ’ randomness besides given us access to enhanced tax and estate plan services through the Wealth Enhancement Group so that we can serve our clients in a more comprehensive manner. ”

additionally, Bender sees the move as a strategic reception to a fast-changing industry. “ With the increased scrutiny in our industry, we besides needed a buttoned-up serve for complaisance and regulations, ” said Bender. “ Carson ’ s out-of-the-box solutions will enable us to shift a meaning dowry of our meter from monitoring industry changes to doing what we do best—meeting and planning with our clients. ”

similar to other firms that have affiliated with Carson Partners, Bender will maintain ownership of the firm and remain the strategic decision-maker for all commercial enterprise decisions and operations.

“ Benjamin has always had his clients ’ best interests at heart, a trait so in production line with our own mission and vision, ” said Ron Carson, founder and CEO of Carson Group. “ I look ahead to seeing his occupation originate through his deep commitment to his clients, coupled with practice-changing technical school and resources from Carson Partners. ”
In addition to being a anchor in the Barron ’ s annual list of peak wealth management firms, Carson Group remains among the Inc. 5000 list of America ’ s fastest-growing companies, has been recognized for two back-to-back years by InvestmentNews as a top-50 tauten for Best Places to Work for fiscal Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker .

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