Our History



Helping investors feel comfortable

The Benjamin Group was founded in 2003. Stuart Benjamin, after 27 years of working in the business, decided that he was tired of working for a parent company that dictated the types of investments he should sell to his clients.

Stuart knew that this wasn't fair to his clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.

So Stuart decided to set out on his own and create the type of firm he thought was needed in this day and age of rushed and sometimes impersonal service.

Stuart hired a bunch of great people who share his outlook: to help investors feel comfortable with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

The Benjamin Group chose to partner with Commonwealth Financial Network®, one of the preeminent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.

Couple meeting with their advisor