At Best of Best Review, we seek out organizations that bring innovation, passion, and expertise to their industries. This year, the honor of Best Emerging Financial Planning Firm in the United States of 2024 is awarded to Benari Capital, a groundbreaking firm that is redefining financial planning with a mission-driven, client-first approach.

A Purpose-Driven Beginning

Benari Capital’s story is as unique as its founder, Ben Tisser. After nearly two decades serving as a clergy member, communal leader, and international touring singer, Ben transitioned into the financial world to continue his lifelong passion for service in a new way. During his time on the pulpit, he advised colleagues on tax efficiency and retirement strategies, laying the foundation for the creation of Benari Capital.

In its first quarter alone, the firm achieved an impressive $2 million in assets under management (AUM)—an extraordinary milestone that underscores its innovative approach and the trust it has earned in a short time.

A Vision for Emerging Leadership

Benari Capital stands apart in the financial planning space for its commitment to serving a unique niche: faith leaders, particularly within the Jewish community. As the first and only financial planning firm in the United States explicitly dedicated to this group, Benari Capital combines unparalleled expertise with a values-based approach that resonates deeply with its clients.

Here’s what positions Benari Capital as a leader among emerging firms:

• Niche Expertise: Specialized knowledge of clergy-specific tax laws and retirement planning complexities.

• Values-Driven Investing: Clients can align their portfolios with personal and spiritual values through screened funds and managed accounts.

• Collaborative Approach: Benari Capital works seamlessly with CPAs, estate planners, and other professionals to deliver holistic financial solutions.

• Proven Results: A swift and significant rise in AUM showcases the strength of its mission and methods.

• Interfaith Reach: While rooted in serving the Jewish community, the firm’s services attract faith leaders of all backgrounds.

Bridging Service and Strategy

What truly sets Benari Capital apart is its ability to transform a career in service into a firm focused on empowering others. Faith leaders and clergy often face unique financial challenges, and Benari Capital provides the specialized guidance needed to navigate them. From tax-efficient retirement strategies to ethical investment options, the firm ensures its clients thrive financially while staying true to their values.

Pros of Partnering with Benari Capital

• Tailored financial planning for faith leaders and purpose-driven professionals.

• Deep understanding of clergy-specific tax and retirement laws.

• Ethical investment strategies aligned with client values.

• Collaborative and team-based approach to holistic financial management.

• Rapid growth and a proven track record of success.

For more information about Benari Capital, visit www.BenariCapital.com.

A Bright Future Ahead

As the Best Emerging Financial Planning Firm in the United States of 2024, Benari Capital exemplifies the qualities of a rising industry leader. Combining a client-first philosophy with a mission-driven purpose, Benari Capital is poised to continue making a meaningful impact on the financial futures of its clients.

Congratulations to Benari Capital on this outstanding achievement!