Ben Reale & Associates specializes in strategies to maximize your wealth and financial independence.
Ben Reale & Associates was established in 2005 by Ben Reale. The firm was established because Ben saw a real need for comprehensive, professional, and independent financial planning advice.
We are one of a select group of practices that are truly independent. We are privately owned. We are not tied to any proprietary financial products. And, we have a strict "no commission" policy. We only operate on a fee basis.
Our complete independence means we remain objective and facilitate complete financial plans.
We focus on strategies, not products.
Our clients are the most important stakeholders to us and as such our financial plans are focused around your needs and nothing else.Learn About Our Approach
We have three core values which form the basis for everything we do.
Protecting your financial interests from potential conflicts of interest.
Fee only — We charge a fee for managing our clients' portfolios; it is our only compensation. We do not earn commissions, transaction fees, or other promotional or distribution fees.
Managing your financial affairs with a comprehensive approach.
Extensive business experience — Our associates offer a variety of business expertise including accounting, real estate management, money management, debt restructuring, and insurance.
Serving you with a long-standing team of professionals with rich business backgrounds.
Coordinating with other professionals — Accountants, Estate Specialists, Tax Professionals, Lawyers, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our associates have worked with us for years.