THE STORY

BPCG is an independent minority and woman owned comprehensive financial services firm located in the heart of Philadelphia's business community. Established in 1993 to assist hardworking professionals and entrepreneurs, our mission is to help clients build wealth, preserve their legacies, and achieve their ideal financial prosperity.

In order to bridge the gap between individual and employer sponsored plans, BPCG has since evolved into a full service employee benefits and investment management consulting firm serving a wide array of public and private sector clients based in the Northeast/Mid-Atlantic region. Our team of highly qualified financial professionals and consultants specialize in the design and implementation of unbiased benefit plans and investment strategies structured to meet organizational objectives and ensure client satisfaction. As a member of an independent firm, BPCG consultants have no proprietary products to promote, no sales quotas to meet, and consequently, no hidden agendas. Independence is crucial to our success and helps our clients stay competitive within a more demographically diverse, compliance-driven, and participant-directed environment.

EVOLVING TO ACCOMMODATE YOUR NEEDS.

For more than a decade, the management of BPCG has continually re-evaluated external trends and their impact on the needs of existing and prospective clients in order to maintain our dynamic position in the marketplace.

Responding to client demand and in order to comply with more rigorous fiduciary standards, stricter compliance regulations, and accommodate a fee-based, consultative approach has served as the impetus for our investment in building infrastructure. Expanding our network of strategic alliances and intellectual capital became a business imperative to better support a wider array of client needs.

BENEFITS PLUS Consulting Group

The company offers brokerage and fee-based, turn-key core and supplemental employee benefits (both voluntary and employer-paid) ranging from insurance to qualified, participant-directed retirement plans. A variety of supplemental income, protection, and tax savings strategies can be tailored to give valued employees a greater sense of security, win their loyalty, and enhance their productivity.

Our emphasis on customized employee financial education programs and financial planning services enables us to meet the needs of key employees and valued executives. All programs adhere to ERISA, HIPAA and IRS compliance standards.

BENEFITS PLUS - Strategic Partners

Through exclusive agreements with a network of consulting firms, Benefits Plus assists its clients with improving business performance and organizational effectiveness.

BENEFITS PLUS Our future

Looking toward to the future, the Benefits Plus family is committed to maintaining our customer focus with a keen eye towards maintaining and growing the strategic partnerships that will continue to provide “big firm” resources and “boutique firm” client service.

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Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638, a Registered Broker/Dealer and Investment Advisor. Securities and Investment Advisory Services through Woodbury Financial Services, Inc. Member FINRA/SIPC. Woodbury Financial Services, Inc. and Benefits Plus Consulting Group, Inc. are not affiliated entities.