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Title: Benari Capital Announces Unique Financial Planning Services for Faith Leaders

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 FaithsAlthough 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 ValuesA 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 stra...

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