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RA Bench is an independent wealth and risk management firm known for creativity, thoughtful analysis, quality execution, and remarkable client service. The firm is owned, managed and staffed by senior professionals with backgrounds in accounting, investments, and insurance.
Because we are an SEC registered investment advisor (RIA), a FINRA member broker/dealer, and a licensed life and health insurance broker doing business on a national basis, we offer extraordinary access to product and expertise from our own staff and through our deep relationships with a number of major banks, private equity organizations, brokerage firms, and insurers. We do not originate products so we have no bias with respect to any particular structure or firm. We literally “shop the market” on behalf of our clients for the best products and ideas in the world.
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