Company

Since 1991, the Principals of Corporate Benefit Advisors, Inc. have been working with businesses and organizations to evaluate, design, and implement employee benefit plans and retirement programs.

Our professionals also work with individuals from those businesses and organizations to assist with asset management, financial planning and executive benefit solutions.

CBA is committed to evaluating and understanding our clients’ needs, creating solutions, and building long term relationships.

Our clientele represents a cross-section of businesses, organizations and industries located throughout the United States. We also represent international clients with headquarters in Germany, the U.K., Mexico, Singapore and Hong Kong.

Our consultants, advisors , client managers and analysts stand ready to assist clients in all aspects of employee benefit consulting , retirement plans, and asset management.

Our Standards

At Corporate Benefits Advisors, we appreciate the value of client relationships and never take them for granted. We strive to earn and maintain client loyalty by supporting our firm’s adherence to the following standards:

• We are independent and objective advisors.
• We are committed to upholding the highest standards of integrity and honesty in our business.
• We will strive to fully understand our client’s business objectives, needs, and concerns.
• In recommending products and services, we will consider foremost the interest of our clients.
• We will actively monitor the benefits and retirement marketplace for quality and cost effective products, services, and solutions.
• We will communicate clearly and openly all information related to: overall strategy, product procurement, implementation, and servicing.
• We work with each client to choose the appropriate method of compensation to CBA. Whether we work on a fee for service model, fee offset formula or traditional commission basis, we fully disclose all compensation earned by CBA.