About Us

With 28 independent member firms and more than 200 advisors, we can leverage our size and experience to offer our group clients a qualitatively superior experience:

  • We work intimately with our clients to create plans that are innovative and flexible; effective plan management delivers cost-effective stability, today and for the long-term.
  • Preferred, strategic partnerships with our insurance suppliers results in our ability to offer unique products and services and competitive pricing.

$1.4 Billion Group Insurance Premium

$3.5 Billion Retirement Plan Assets

Better Advisors. Better Advice™

A Message From BA

Benefits Alliance is a collaboration of like-minded Benefits and Financial Advisors who go the extra distance for their Clients. With access to a large offering of carefully-selected Preferred Partners, our Members’ Clients are sure to get the very best within today’s marketplace.

Benefits Alliance is also positioned as an Industry Advocate; we offer Member Tools and Resources, Education, and Professional Development. Whether you are seeking Benefits or Financial advice, or you are a Benefits or Financial professional looking to leverage your position in the marketplace, Benefits Alliance is where you want to be!

Contact us for more information.