We believe in using prudent investment strategies. Our clients have looked to us for direction. We are dedicated to guiding and sustaining our clients' financial direction. The Benjamin Group is an independent financial services and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. 205.262.1277 Zack@thebenjamingroup.biz Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. The Benjamin Group is not affiliated with Kestra IS or Kestra AS. Investor disclosures: https://www.kestrafinancial.com/disclosures
| Website | http://www.thebenjamingroup.biz |
| Revenue | $9.8 million |
| Employees | 10 (3 on RocketReach) |
| Founded | 2004 |
| Address | 4924 Cahaba River Rd, Vestavia Hills, Alabama 35216, US |
| Phone | +1 205-262-1277 |
| Industry | Financial Services, Investment Banking, Finance |
| Keywords | Financial Services, Investment Strategies, Financial Consulting, Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Investment Advisory, Estate Planning, Tax Planning, Financial Guidance, Investment Solutions, Asset Management, Financial Analysis, Risk Management, Capital Management, Prudent Investing, Long Term Investing, Financial Security, Client Services |
| Competitors | Deloitte, PwC, EY, Accenture, KPMG In Pakistan, McKinsey & Company, Boston Consulting Group (BCG), Bain & Company, AlixPartners, Mackenzie Scott Search & Selection Ltd +39 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular The Benjamin Group employee's phone or email?
The The Benjamin Group annual revenue was $9.8 million in 2026.
Zack B. is the Co-Owner of The Benjamin Group.
3 people are employed at The Benjamin Group.
The Benjamin Group is based in Vestavia Hills, Alabama.
The NAICS codes for The Benjamin Group are [52, 523].
The SIC codes for The Benjamin Group are [628, 62].