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At Benton Asset Management, we are a team of dedicated professionals committed to delivering enduring results at every life stage with highly personalized advice and portfolio management for the earnest investor. Our team, led by Tony Chiu, a certified financial planner with over 25 years of experience, is dedicated to providing quality financial planning solutions tailored to our clients' most critical goals.

Why Choose Us

What sets us apart is our commitment to delivering personalized advice and solutions that focus on our clients' most critical issues and opportunities. Our team of experts combines extensive knowledge and experience to provide effective decision-making and value-adding opportunities. Our process is designed to be flexible, practical, and outcome-focused, ensuring that our clients achieve their financial goals.

Our Process

Our financial planning process is designed to be collaborative and straightforward. We follow a three-step approach that focuses on our clients' most critical issues and opportunities. Our process is designed to be flexible, practical, and outcome-focused, ensuring that our clients achieve their financial goals. Our team of experts works closely with our clients to analyze their financial situation, develop a personalized strategy, and implement a plan that achieves their goals.

Our Team

Our team is comprised of experienced professionals who are passionate about helping our clients achieve their financial goals. Our team includes certified financial planners, account managers, and adviser assistants who work closely together to provide comprehensive financial planning solutions. Our team is committed to providing exceptional service, personalized advice, and ongoing support to our clients.

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