From the Pulpit to the Portfolio: How Benari Capital is Transforming Clergy Financial Planning

Nationwide - December 24, 2024 (USANews.com) - Benari Capital, a groundbreaking wealth management firm, has emerged as a beacon of financial stewardship for leaders of the Jewish community and other faith-based professionals. Founded by Ben Tisser, a former Jewish Cantor and internationally acclaimed singer, the firm’s mission is to provide tailored, values-driven financial solutions to a traditionally underserved demographic.

Tisser’s career, spanning nearly two decades of communal leadership, laid the foundation for this unique venture. As a Cantor, he dedicated himself to guiding individuals and communities through spiritual and personal challenges. Over time, his role expanded to include advising colleagues on complex tax strategies and retirement planning. Recognizing the unique financial hurdles faced by faith leaders, Tisser saw an opportunity to channel his passion for service into a new arena: wealth management.

What sets Benari Capital apart is its singular focus on serving clergy and communal leaders, particularly those in the Jewish community, with an openness to leaders of other faiths as well, as was reflected in his extensive interfaith work during his years as a Cantor. As the first and only wealth management firm dedicated to this niche, Benari Capital provides an unmatched level of expertise in areas like clergy-specific tax laws, retirement planning, and investment management. The firm’s understanding of the intricate tax codes applicable to clergy enables it to offer strategic advice that maximizes benefits while ensuring compliance with regulatory requirements.

The firm's approach is deeply rooted in values-driven financial planning. Guided by traditions of faith and service, Benari Capital works with clients to align their investment portfolios with their personal and ethical beliefs.

Benari Capital’s collaborative service model is another cornerstone of its success. Recognizing that financial planning is rarely a one-dimensional process, the firm works closely with clients’ other advisors—such as CPAs, estate planning attorneys, and insurance specialists—to create holistic strategies. This team-based approach ensures that every aspect of a client’s financial life is seamlessly integrated and optimized.

The founder’s personal journey is central to the firm’s identity. Tisser’s tenure as a clergy leader was marked by a commitment to interfaith collaboration and a passion for community building. These experiences have profoundly shaped Benari Capital’s inclusive approach, which welcomes clients from diverse faith traditions while maintaining a specialized focus on the Jewish community. This inclusivity has been a driving force behind the firm’s early success, attracting leaders who appreciate the unique combination of financial acumen and ethical alignment that Benari Capital offers.

Beyond its technical expertise, Benari Capital is motivated by a broader mission: empowering faith leaders to achieve financial stability and independence while staying true to their purpose. This mission is reflected in the firm’s emphasis on long-term planning, transparent communication, and personalized service. By prioritizing the individual needs of each client, the firm ensures that its strategies are not only effective but also meaningful.

As values-based investing gains traction, Benari Capital is at the forefront of this transformative movement. The firm’s innovative approach to aligning financial growth with ethical principles resonates with a growing number of clients who seek purpose in their financial decisions. This positions Benari Capital as a leader in the evolving landscape of wealth management.

Looking ahead, Benari Capital is poised for continued growth. The firm plans to expand its services and deepen its impact within the communities it serves. By remaining true to its founding principles of service, collaboration, and integrity, Benari Capital aims to redefine financial planning for faith leaders and purpose-driven professionals.

For more information about Benari Capital, visit www.BenariCapital.com or connect on LinkedIn and Facebook.

Media inquiries can be directed to Ben Tisser at +1 (847) 748-0270 or via email at [email protected]. Images are available upon request.