By Benari Capital, founded by former clergy leader Ben Tisser, introduces a groundbreaking wealth management firm dedicated to empowering Jewish clergy and non-profit leaders through tax-efficient retirement planning and values-based investing strategies.
United States, 25th Dec 2024 – Benari Capital is making waves as the first wealth management firm in the United States dedicated to addressing the unique financial needs of clergy and faith leaders. Officially launched in October 2023, the firm combines a client-first philosophy with expertise in retirement planning, tax strategy, and values-based investing.
Founder Ben Tisser brings nearly two decades of experience as a clergyman and communal leader to the firm. This background allows Benari Capital to deeply understand the nuanced challenges faced by faith leaders, such as housing allowances and other unique tax considerations.
“Our firm was built to bridge a gap in financial services,” Tisser said. “Faith leaders often dedicate their lives to serving others, yet their own financial futures can go overlooked. We are here to ensure that doesn’t happen.”
Supporting Jewish Clergy and Leaders Across Faiths
Although designed with Jewish clergy in mind, Benari Capital’s expertise has drawn interest from leaders of other faith communities. This reflects Tisser’s commitment to interfaith collaboration, a value rooted in his previous career.
Aligning Investments with Values
A cornerstone of Benari Capital’s services is its focus on values-based investing. The firm offers clients options to customize their portfolios to align with their ethical and spiritual principles. Through techniques like separately managed accounts, the firm filters funds and indexes to ensure investments meet clients’ values.
“Investing should reflect more than just financial goals,” Tisser explained. “For many of our clients, it’s important that their investments align with their faith and principles. We make that possible through thoughtful, individualized planning.”
This focus on personalizing investment strategies positions Benari Capital as a leader in a growing market for purposeful, values-driven financial planning.
Expertise in Tax Efficiency and Retirement Strategies
Benari Capital also stands out for its expertise in navigating the complex tax laws that apply to clergy. The firm specializes in strategies that maximize the tax benefits available to faith leaders, helping clients achieve a secure and tax-efficient retirement.
By collaborating with clients’ existing advisors—such as CPAs and estate planning professionals—Benari Capital ensures a holistic, team-based approach to financial planning.
“Faith leaders often face unique financial scenarios, from housing allowances to charitable giving,” Tisser said. “We leverage our expertise to guide them through these complexities, ensuring they can focus on what matters most: serving their communities.”
Bridging Faith and Finance for a Purposeful Future
Benari Capital’s early success is a testament to its mission of bringing together financial stewardship and faith-based values. The firm aims to empower its clients with the tools they need to secure their futures, providing clarity and peace of mind in an often overwhelming financial landscape.
Looking ahead, Benari Capital plans to expand its offerings while staying rooted in its mission to serve faith leaders with empathy, expertise, and purpose.
About Benari Capital
Benari Capital is a boutique wealth management firm dedicated to serving Jewish clergy, non-profit leaders, and other communal professionals, as well as other faith leaders. Combining values-based investing with expert tax and retirement strategies, the firm offers personalized financial solutions that align with clients’ faith and principles.
For more information, visit www.BenariCapital.com or follow Benari Capital on Facebook and LinkedIn.
Media Contact
Organization: Benari Capital
Contact Person: Ben Tisser
Website: http://www.BenariCapital.com
Email: Send Email
Country:United States
Release id:21893
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