Benari Capital is a registered investment advisory firm focused on helping Jewish leaders pursue financial security, personal fulfillment, and a lasting legacy. Its services are tailored to clergy, nonprofit leaders, and others whose financial needs may involve specialized compensation, retirement, and tax considerations. Drawing on its founder’s two decades of service as a cantor and pastoral counselor, the firm emphasizes integrity and an understanding of the communities it serves.

Benari Capital takes a holistic approach, bringing investments, taxes, estate planning, insurance, compensation, and cash flow into a coordinated financial plan. Its process begins by exploring each client’s values, goals, needs, risk preferences, and long-term objectives. The firm then develops a personalized plan, helps implement it, and monitors investments regularly. Services include investment management, tax and estate planning, compensation and parsonage tax management, family and business protection, charitable giving, and student loan repayment planning. Benari Capital also offers financial insights and educational resources on topics such as retirement strategy, wealth management, and investment risk.