"Our mission is to empower each client to simplify their financial life and create a blueprint for their future."
In an increasingly complex financial system, individuals continue to be bombarded with information and overwhelmed by important choices. To make matters worse, most of the "advice" available is from conflict-ridden sales organizations that stand to earn commissions based on products sold to clients.
By contrast, Bentley Financial is a fee-only financial planning and investment management firm, which means that we are compensated exclusively by our clients and provide unbiased advice for accumulating and managing wealth. As an investment advisor registered with the state of Massachusetts, we are also legally bound fiduciaries to the individuals, families and entities we advise.
"A trusted advisor, Jac has been instrumental in my retirement planning and ongoing financial strategies. I rely on his informed perspective and thoughtful advice. He is always responsive, resourceful, prepared and diligent. A genuine pleasure to work with!" Joanne M.
"Jac and I worked together early on in our careers. His work ethic and commitment to clients was very strong then, and continues today. In fact, I was so impressed with the value he added for his clients that I am now one of them! Jac continues to be a trusted advisor for me, and I would recommend him to anyone." Jim W.
Bentley Financial is a registered investment advisor in the State of Massachusetts and is located in Marblehead, MA. Bentley Financial provides fee-based portfolio management. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Bentley Financial disclosure statement Form ADV Part, 2(A)(B) is provided to clients of the firm. Others may obtain Form ADV, Part 2(A)(B) upon written request.
The information contained in this website is for informational purposes only and is intended only for those persons residing in the United States of America. The website does not constitute an offer to sell investment advisory services, and is not intended as advice.
**As with any investments, past performance is no guarantee of future results. All investments have risk.