Our Team
Ben Arie is a Financial Advisor with Sentinel Financial Group, dedicated to helping individuals and families achieve financial peace of mind through thoughtful and personalized wealth management strategies. A graduate of Syracuse University, where he earned a degree in Finance and Entrepreneurship from the Whitman School of Management, Ben's passion for the stock market and financial planning began during his college years and solidified through an industry internship.
With two years of experience, Ben focuses on building meaningful, long-term relationships with young professionals who are eager to grow their wealth and secure their financial futures. He takes a personalized approach to every client, tailoring strategies that align with their unique goals and life stages. Ben emphasizes the importance of starting early, making informed decisions, and adjusting plans as life evolves to achieve sustainable, long-term success.
Ben's commitment to his clients is matched by his dedication to delivering clarity and confidence in the face of market changes. Holding Series 7, Series 66, and Maryland Life and Health Insurance Licenses, he offers comprehensive financial guidance and solutions that are always rooted in his clients' best interests.
Outside of his professional life, Ben is an avid sports fan and a proud supporter of the Washington Capitals, Wizards, and Commanders. When he's not watching a game, he enjoys spending time on the golf course, combining his love for the outdoors with the camaraderie of the sport.
With nearly two decades of experience in financial advising, Ittai Dvir has been guiding individuals, families, and business owners toward achieving their financial goals since 2005. As a CERTIFIED FINANCIAL PLANNER ™ professional, Ittai specializes in retirement planning, investment management, estate planning, and tax strategies.
Driven by a passion to empower clients, Ittai takes a personalized and holistic approach to financial planning. His bespoke strategies are tailored to meet each client's unique circumstances, with a steadfast commitment to trust, transparency, and innovation.
Ittai's client-first philosophy ensures that high net worth individuals, families, and business owners receive the guidance they need to secure their financial futures. Whether crafting comprehensive retirement plans or optimizing investment portfolios, Ittai is dedicated to delivering solutions that align with each client's goals and values.
Outside of work, Ittai enjoys an active lifestyle that includes tennis, snowboarding, and basketball. He also has a passion for photography and exploring new destinations through travel. Feel free to contact Ittai Dvir to discuss how he can help you achieve your financial aspirations and build a brighter future.
2021
2-4 Employees
21270742
Independant Financial Group, LLC.
Charles Schwab and Co.
MD, FL, NY, DC, VA, CA, NJ
4
Individual Investors, Businesses
English, Hebrew
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses
Annuity, Variable Life, Long Term Care, Variable Annuity, Life
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Fee-Based
$0
Based on Assets
1.1%
We are solely fee based on assets under management. No hourly charges.
60
$80,000,000
60
$80,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Sentinel Financial Group and IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.
