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.

00443036 – o5/08/19

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