BenefitWorks Mission Statement

Our mission is to demonstrate daily our expertise in providing an investment advisory, benefit consulting and record keeping services to companies and individuals. Of paramount importance is to provide services that are in everyone’s best interest.

Core Values


Honesty, fairness, respect and transparency will characterize relationships with clients and associates. "Doing unto others as you would have them do to you" requires the highest ethical standards. We will encourage personal and professional development among our associates.


We will strive to understand the needs of our clients and satisfy those needs through timely and accurate services. Our objective is to "serve rather than be served" in our relationships with others and participate in community charitable ventures.


We will provide the highest quality service at a low cost in a changing economic and technologic market which requires constant research and creativity.


We will grow our client and revenue base through strategic marketing, relationship-driven efforts and, when appropriate, through acquisitions.