Welcome to

Financial Benefits Alliance

is Based out of the Philadelphia area, we have worked to educate the community for more than 20 years.

Planning for Individuals

We've worked with individuals and families from all walks of life with all any of their financial& insurance issues. Our Planners will discuss all your options in a face-to-face meeting and personally follow up with you.

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Advice for

Groups and Businesses

Registered Investment Advisors of our sister company, FBA Wealth Management, LLC. also advise on investment plans for large groups and businesses.

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Upcoming Workshop

Your 401(k)/Profit Sharing Plan: Get the Facts and Nothing But the Facts: We at Financial Benefits Alliance & FBA Wealth Management want to help you better understand your Retirement Plan - an important phase of your retirement strategy. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This seminar is meant for individuals 58-65 years old.

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Access Your Account

We use an encrypted file transfer service to send and receive confidential information with our clients. Log in here to upload and download your personal forms.

Nationwide Advisor Network

With associated advisors in other states, we've spread our commitment to the client across the country. Find an adviser in your area and start protecting your finances today.

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Hidden Fees in Your 401(k)

Did you know that there may be hidden fees lurking in your 401(k) plan? Watch this Bloomberg report to find out what you can do to minimize these fees right away, before more of your money leaks away.

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Retirement Planning

Plan your retirement today. Through our sister company FBA Wealth Management, LLC. We offer 401k planning, retirement planning, 403(b) management, investment advice, and more. It's never too late to get your retirement on track.

For Groups and Businesses

401(k) management >>
Pension plans >>
Employee Benefits >>
Retirement Planning >>

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For Individuals

Retirement Planning >>
Estate Planning >>
Long-term Care Planning >>
College Scholarships >>

Find Out More About Us

Financial Benefits Alliance provides advisory services only in states where it is registered as an investment adviser Meet our team >>
Find our office >>
Find an Alliance Member >>
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Our Services

Retirement Planning >>
Estate Planning >>
Long-term Care Planning >>
College Scholarships >>

SIGN IN REGISTER

Find Out More About Us

Financial Benefits Alliance provides advisory services only in states where it is registered as an investment adviser.

Meet our team >>
Find our office >>

Find Us on Brightscope