We are a boutique private wealth management firm dedicated to serving high net worth individuals and institutional investors. We offer independent wealth management, comprehensive financial planning, and tailored investment management services to individuals and small businesses.
Ben Arie
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.
Ittai Dvir
CFP®
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.
General Information |
| Firm Start Year: | 2021 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 21270742 |
| Name of Broker/Dealer: | Independant Financial Group, LLC. |
| Name of Custodial Firm: | Charles Schwab and Co. |
| States Licensed in: | MD, FL, NY, DC, VA, CA, NJ |
| Number of Years with Current Firm: | 4 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Foreign Languages Serviced: | English, Hebrew |
| Advisory Services Provided: | 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 |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Variable Life, Long Term Care, Variable Annuity, Life |
Firm Information |
| Firm's Number of Clients: | 60 |
| Assets Managed by Firm: | $80,000,000 |
| Advisor's Number of Clients: | 60 |
| Assets Managed by Advisor: | $80,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $0 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1.1% |
| Additional Details on Charges: | We are solely fee based on assets under management. No hourly charges so feel free to contact us at anytime. |
Board Positions |
| Organization : | CFP Board, Washington DC |
| Position : | CFP |
| Duration : | 01/01/2011-Present |
| Organization : | Israel Economic Forum |
| Position : | Member |
| Duration : | 01/01/2025-Present |
Education |
| Bachlor of Science - Finance | Towson - Maryland 01/01/2002-01/01/2005 |
| Professional Development Certificate - Financial Planning | Georgetown University - Washington DC 01/01/2011-12/31/2011 |
| Bachlor of Science - Finance | Syracuse University - Syracuse, NY 08/01/2018-08/01/2022 |
| Bachlor of Science - Entrepreneurship and Emerging Enterprises | Syracuse University - Syracuse, NY 08/01/2018-08/01/2022 |
Financial Services |
| Financial Planning for Individuals
Our holistic financial planning services provide a customized roadmap for your financial future. We analyze your unique situation to create a plan that aligns with your life goals and financial aspirations utilizing ETFs for efficient and effective wealth building. |
| Retirement Planning
We analyze your assets, income, and goals to build a plan for a comfortable retirement while providing access to estate attorney specialists for wills, health directives, and trusts. We strategize to minimize taxes and ensure smooth asset distribution to protect your wealth and legacy for generations. |
| Insurance Planning
We offer personalized insurance solutions to help protect your family, assets, and future. From life and health insurance to long-term care, we guide you in making the right choices to secure what matters most, giving you confidence and peace of mind for the road ahead. |
| Tax Advice and Services
It's not just what you earn, it's what you keep that matters. We are dedicated to maximizing your savings while ensuring compliance with current tax laws. From identifying deductions and credits to structuring investments for tax efficiency. Whether you're an individual seeking to minimize your tax burden or a business owner looking to implement proactive tax planning, our tailored strategies are designed to meet your specific needs and goals. |
| Investment Advice & Management
We offer expert investment management services designed to help you build and maintain a diversified portfolio that aligns with your financial goals and risk tolerance. We create cost-effective, transparent, and flexible investment strategies that maximize your returns while minimizing risk |
| Risk Management
Protect your financial well-being with our risk management services. We assess potential risks and develop strategies to mitigate them, including insurance planning, asset protection, and emergency fund establishment. Our goal is to provide you with peace of mind by safeguarding your assets and ensuring your financial stability against unforeseen events. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Disclaimer |
| 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. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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