Bentham Wealth Advisors

Bentham Wealth Advisors offers personalized investment management and financial planning services to individuals, families, high-net-worth clients, and employer-sponsored retirement plans. Founded in June 2024 and based in Williamsville, New York, the firm builds customized investment portfolios using primarily index mutual funds and exchange-traded funds, relying on Modern Portfolio Theory and passive investment strategies. Clients can choose between discretionary portfolio management, where Bentham Wealth Advisors makes trades on their behalf without prior approval, and non-discretionary management, where clients approve each transaction. In addition to managing portfolios, the firm provides ongoing financial planning through regular check-ins and project-based financial planning covering topics such as retirement, cash flow, debt management, and estate planning. Bentham Wealth Advisors also assists employer plan sponsors with establishing and reviewing retirement plans. The firm operates with no account minimums.