Benjamin founded Beartas with a vision to deliver highly personalized financial planning and portfolio management services tailored to each client’s unique goals and aspirations. Recognizing that meaningful financial planning requires thoughtful strategy rather than standardized solutions, he built Beartas around a disciplined and individualized approach designed to help clients pursue long term financial success with clarity and confidence. Since founding the firm, he has successfully acquired and integrated both Bedard Advisors and Edwards and Associates under the Beartas umbrella, further expanding the firm’s capabilities and client reach.
Benjamin’s experience spans business risk management, retirement planning, portfolio management, retirement product management, and advanced wealth strategies. His background includes extensive exposure to both the regulatory and investment sides of the financial industry, particularly within complex and highly customized planning environments.
Throughout his career, Benjamin has overseen the work of more than 500 financial advisors, helping ensure that portfolio construction, investment selection, and financial planning strategies remained client focused while adhering to rigorous regulatory and compliance standards. His deep background in compliance oversight and investment supervision provides clients with an added level of diligence, structure, and analytical review.
He specializes in bespoke investment and retirement income strategies designed to help clients navigate complex financial environments with clarity, discipline, and adaptability. His investment philosophy focuses on identifying financially strong companies with durable fundamentals and growing institutional interest, while maintaining the flexibility to adapt as market conditions evolve. Benjamin believes effective portfolio management requires active oversight and strategic responsiveness rather than reliance on broadly standardized investment structures designed primarily for scale.
Benjamin structures client portfolios around a disciplined separation between long term growth capital and lifestyle preservation assets. While growth-oriented portfolios are tactically managed with a focus on strategic equity positioning, capital intended to support a client’s lifestyle and income needs is often structured through customized fixed income and risk managed strategies tailored specifically to the client’s objectives, risk tolerance, and long-term financial requirements.
His experience includes working with affluent individuals, entrepreneurs, and multi-generational families requiring sophisticated planning, disciplined portfolio oversight, and highly personalized financial guidance. At the same time, he remains equally passionate about helping driven individuals and families build long term financial strength through thoughtful strategy and disciplined decision making.
Benjamin holds his Series 7, 9, 10, 24, 63, and 65 licenses and serves clients in a fiduciary capacity, committed to helping them make informed financial decisions aligned with their long-term goals and values.
A resident of Southbury, Connecticut, Benjamin enjoys exploring the natural beauty and small-town charm of New England. Outside the office, he spends time hiking scenic trails, visiting local farms, and exploring Kent, Connecticut, where he especially enjoys the Kent Library book sales and the community’s rich local character.