For individuals, families, and business owners across Western New York — Benton Advisory Group delivers personalized financial planning built around your goals, your timeline, and your legacy.
At Benton Advisory Group, I help individuals, families, and business owners across Western New York build a clear, personalized path toward financial security. My services are tailored to each client's goals and delivered with the personal attention of a local, relationship-driven practice.
I believe that a sound financial plan is the foundation for every decision we make together. Whether you're preparing for retirement, growing your investment portfolio, or protecting your family's future with the right insurance strategy — I'm here to guide every step.
Integrity is everything. To truly be a valued advisor, your best must be the standard.
Louis C. Benton II
Benton Advisory Group
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Vision Statement “To be the most valued financial partner for individuals, families, and businesses across Western New York — empowering every client to pursue their goals with clarity, confidence, and lasting security.”
Retirement income strategy, cash flow analysis, and education funding — designed around your specific goals and timeline.
Tailored portfolios aligned with your risk tolerance, time horizon, and objectives — built to preserve and manage your wealth over time.
Term, whole life, and business-owner coverage solutions that safeguard your family's financial future — including key person insurance and buy-sell agreement funding.
Not sure which service fits your situation?
Schedule a Free ConsultationPlanning for the future, protecting what you've built, and creating a legacy.
From key person insurance to succession planning — your business deserves protection too.
With $300K+ in investable assets, you need a retirement strategy that protects against market crashes and provides lifetime income.
We work best with Erie County residents with $300,000 or more in investable assets who are ready to take action.
A fee-only advisor is compensated directly by the client — not through commissions on products. This structure removes conflicts of interest and ensures my advice is always in your best interest.
The best time is now. Whether you're 10 years from retirement or already there, a personalized strategy helps protect and grow what you've worked hard to build.
The answer depends on your lifestyle, healthcare needs, and goals. A complimentary strategy call is the fastest way to get a clear, personalized estimate.
A fiduciary is legally and ethically required to act in your best interest at all times — not just recommend “suitable” products. At Benton Advisory Group, we operate as a fiduciary practice.
FIAs offer downside protection from market crashes while allowing you to participate in market gains. They may be an excellent fit for pre-retirees looking for safety and income. Schedule a call to find out if they're right for you.
Still have questions? Let's talk →
Schedule a free, no-obligation strategy call with Louis Benton II today. One conversation can bring clarity to your financial goals — no pressure, no obligation.
Schedule My Free Strategy Call