Very pleased with the financial and investment advice I have received from George at the onset of my career, and from Steve as I near retirement. They have always taken the time to explain things to me thoroughly and make me aware of my options. The story of the name is such a beautiful way to honor a loved one(s).

   

I have been working with George for MANY years. He has been a wonderful steward of my finances. While I have not met Steve, I am confident that he shares the same commitment and values as George.

Not spring chickens and made some changes that were new to us and Steve and George were patient and reassuring. We are very grateful.

I have dealt with these people for years, all right decades, ALL RIGHT scores. There is a reason for that is that they posses integrity, character, and honesty. When you call with a concern, their is no directory you go through to reach them; if not right away, then shortly, they will get back to you. I am thankful for their trustworthiness and knowledge as they guide my future.

Bentham Wealth Advisors have been wonderful taking care of my financial portfolio. George and Steve regularly make adjustments for me to protect my investments. I am very satisfied with how they stay on top of the market fluctuations and get a jump on moving me into safer areas that i have asked them to consider for me . That really helps me sleep good at night.

We have been with George for over twenty years. We have enjoyed our relationship with both George and Steve. They keep us updated regularly and always inform us of any changes they make to our portfolio. They have been very successful in growing our account and I highly recommend them to anyone who is looking for a financial planner.

Working with Bentham Wealth Advisors over the past year has been an outstanding experience. From the very beginning, they’ve taken the time to truly understand my financial goals and provide clear, thoughtful guidance every step of the way. What I appreciate most is their ability to explain complex financial strategies in a way that feels approachable and confidence-building. The team is professional, responsive, and genuinely invested in their clients’ success. It’s rare to find advisors who combine such expertise with personal care, and Bentham Wealth does exactly that. I feel grateful to have their guidance on my financial journey and would highly recommend them to anyone looking for trusted, long-term financial planning support.

   

Markets have been volatile the last year. George and Steve have done a great job staying ahead.

When needed, George and Steve are available in an efficient and timely manner. They both have guided me and answered my financial questions clearly. I enthusiastically recommend Bentham Wealth Advisors. Roslyn Sellers

George has always advised us in the right direction for our financial future! We are quite pleased with the results we see annually. Thank you, George!