Federal Benefits Advisors

Overview

Federal Benefits Advisors is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm combines financial planning and benefits-focused advice with insurance brokerage services, and it positions itself as a capital allocator — sourcing third-party managers and product solutions rather than running large in-house portfolios. Fee arrangements are mixed: the firm charges a percentage of assets under management where applicable, offers hourly advice, and uses other fee structures depending on the engagement. Federal Benefits Advisors does not report active ESG investing and is not structured as a multi-state adviser. The practice appears to be advisory and consultative in approach: it provides comprehensive planning, helps clients select other advisers or managers, and runs educational seminars or workshops. Investment authority is limited at the firm level — the firm’s reported assets are non-discretionary, so client-directed or jointly managed solutions are the norm. Given the emphasis on benefits and insurance brokerage, the advisory work likely focuses on aligning retirement or federal benefits strategies with investment and insurance solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices