MyPerfectFinancialAdvisor Rebrands as BenFi to Reflect on Its Investor-First Mission
MyPerfectFinancialAdvisor, the premier matchmaker between investors and financial advisors, has launched its new brand identity and website as BenFi. www.gobenfi.com is the nation's only service to find a financial advisor where the investor is first and the advisor second, investors are given specific advice on which advisor is ideal for them, and where the investor is in total control of when to reach out to the advisor.
MIDDLEBURY, Conn., July 17, 2024 (Newswire.com) - BenFi, www.gobenfi.com, is the new brand for MyPerfectFinancialAdvisor, the premier matchmaker between investors and financial advisors fueling the company's complete advocacy to improve investors' lives by connecting them to the ideal financial advisor.
The privately-held company has been matching investors to advisors for several years and, after considerable research internally and externally, selected the BenFi name to better reflect its foundational purpose of representing the investor first and foremost. Within financial services there are a growing number of companies that sell leads to financial advisors, however, most focus on the advisor first. BenFi has always put the investor first, above anyone else and its new brand and website make it clear it works for the investor first and all others are second.
"We are extremely excited that after many months of work, our new brand and website is finally being revealed," said CEO and Founder, Nicholas W. Stuller, a 35-year veteran of financial services and serial fintech founder. "Investors need to be truly served and treated with respect and we are honored to take our message of advocacy out to the public." Stuller adds: "Investors of all kinds, including those with considerable wealth and those just starting their wealth journey, do not have an objective resource to not only be matched to their ideal advisor but receive no-pressure education about the advisor space. BenFi intends to be the go-to trusted source for investors and consumers of all wealth levels."
BenFi was created to improve investors' lives by getting the investor or consumer their ideal financial advisor. Foundational to the firm's mission is to educate the public that every adult can and should get a financial advisor that is ideal for them. Most investors and consumers do not understand the basics of financial advisors and the BenFi matching algorithm takes decades of financial advisor expertise and enables the investor to pick the ideal advisor without being highly knowledgeable in the nuanced world of wealth management. Most wealthy investors are not clear on the differences between the various advisor designations, as one example. Consumers who do not have a portfolio yet are often unaware some advisors cater to those who have yet to build assets, as another example. BenFi helps both types of people by eliminating the need to know the securities industry in depth.
The BenFi platform provides a number of unique investor-first features:
- Matching using a sophisticated algorithm, not the typical three advisors in your town. BenFi uses dozens of data points to make a match.
- No high-pressure tactics, as BenFi requires the investor to contact the advisor first.
- We give advice on who is best based on the data and provide six alternates ranked in order of fit.
- BenFi is regulated as a Registered Investment Advisor with the Securities and Exchange Commission, requiring the firm to put the investor first
- Free resources, including interview guides, content and live support to help the investor
For more information, go to www.gobenfi.com
About BenFi
BenFi is the premier matchmaker between investors and financial advisors using deep industry expertise, personalized data and an investor-first philosophy.
Source: BenFi