No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.Read more

Advice in Common Language

Straightforward Fees
You deserve to understand what’s happening with your money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Bender Financial Services, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Bender Financial Services, we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.



Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
BFS 360° PlanningTM
Our team follows a disciplined process – honed throughout years of advisory experience – which is driven by delivering trust, transparency and accountability so together we can pursue your long-term goals and objectives. Learn More
Integrated Solutions
Delivered with the highest level of service, professionalism and integrity, we offer a suite of integrated solutions to help bring all aspects of your financial life into balance. Learn more
Tax Planning
As part of our suite of integrated solutions, our team of CPAs can help you with your tax planning needs. Learn more

Estate Planning
As part of our suite of integrated solutions, our team of professionals can help you with your estate planning needs. Learn more
Delivering Value
Providing our clients with valuable service beyond financial planning is part of what drives us at Bender Financial Services. Learn more
Connect with an Advisor
Please provide your name and email and we will have an advisor contact you.
Personalized Wealth Management
At Bender Financial Services we are passionate about affecting our clients’ lives in ways they never expected and make it our mission to develop life-long relationships with our clients and their families.
We are a wealth management firm based in Highlands Ranch, CO, serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Bender Financial Services help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Bender Financial Services is headquartered in Highlands Ranch, CO. Contact us today to speak with a wealth advisor or financial professional near you.
Insights
Bender Financial Services’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog post
Weekly Market Commentary
- Weekly Market Commentary – December 2, 2019
Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.Read more