Carson Partner Bender Financial Services Rebrands to Carson Wealth

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advantage in the Denver Metropolitan Area.

Led by President and Wealth Advisor Benjamin Bender, who launched the full-service firm in 2014, Bender Financial Services has been a Carson Partner since 2019, and looks forward to officially joining Carson Wealth in order to act as a significant contributor in becoming the most trusted, visionary brand in financial services. As has been his goal since joining the Carson Partners network, Bender looks forward to using Carson’s cutting edge technology stack to deliver an unrivaled client experience.

Benjamin Bender initially chose to partner with Carson last year after careful evaluation of half a dozen broker dealers and/or RIAs, noting, “We see Carson as a disruptor in a historically sales-centric, conventional way of doing business in the personal finance space.”

Bender and his team of four manage $140 million in assets for families in the Greater Denver area and across the country.

Bender added, “Especially since the coronavirus pandemic began, Carson and its experts have been so instrumental in helping us deliver timely, valuable communication during a particularly stressful time for investors. Carson’s consulting services since we joined have been smart and thoughtful, and have allowed my team to focus on what’s really important to help us serve our current clients and grow our firm.”

Bender will maintain active majority ownership in his firm and will remain as the strategic decision-maker for all business decisions and operations in the Highlands Ranch office.

“Benjamin leads with the ideals of trust, transparency and accountability, which are so critical at this time when individuals and families are in serious need of a true partner in their financial journeys,” said Alex Rodawig, managing director and head of Carson Wealth. “I look forward to this next step for him, his dedicated team and the families he values so highly most of all.”

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Retirement Income Specialist Jason Juhl Joins Carson Wealth in Des Moines

Des Moines, IA – October 16, 2020 – Wealth Advisor Jason Juhl, RICP®, has announced his decision to affiliate with Carson Wealth to provide his clients with the support and services of a full roster of highly specialized professionals, ranging from estate planning to CPAs and tax profession …

Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to C …

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
1 2 3 4 5 6 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation