Adi Benyishay, Registered Investment Advisor
Adi is a well-known financial educator in the Greater Philadelphia area. Since 1991 he has developed many unique strategies for businesses by providing Pensions, 401(k)s, 403(b)s, S.E.P. & Simple IRA.
Adi also helped many individual investors preserve their retirement assets, increase their "must have" income, reduce their fees and income taxes. Thousands of "Baby Boomers" and retirees have attended his workshops. Many have used his advice to wisely invest their hard earned retirement accounts. Consequently, he is regarded as a local expert in creating opportunities for retirement. Adi is the founder and president of Financial Benefits Alliance, a Registered Investment Advisory Firm, which is certified by the PA Securities Commission. Adi and his wife live in Lower Bucks and are the proud parents of five, and grandparents of three.
Michael Murray, Registered Investment Advisor
Mike has been involved with the financial industry for the past 28 years. Michael is a Registered Investment Advisor Representative, and holds a Broker's license as well.
As a former member of the New York Stock Exchange, Michael has attainted an extensive knowledge of the investment field, and has proven valuable in helping clients with retirement planning.
Elaine Pfleger, Office Manager
Elaine joined our firm in 2006. We have put her years as a primary grade school teacher and a partner in their family business to good use. Her organization skill along with her attention to detail becomes obvious as she manages our front office.