Ask where to start, how to switch it up as life changes, and how to live the life you want.
At Bentham Wealth Advisors, we specialize in guiding New York State educators through the complex world of financial planning. Whether you’re just starting your teaching career, planning for retirement, or somewhere in between, we help you maximize your pension, invest smarter, and plan confidently for the future.
We are proudly fee-only—which means we don’t sell products or earn commissions. We work only for you.
Understand your pension tier, service credit, final average salary, and the best time to retire. We’ll help you model different retirement scenarios to choose the right path.
We’ll help you sort through your 403(b) options, explain the hidden fees, and make sure your retirement savings are working as hard as you do.
Maximize your tax-deferred savings and understand how to coordinate both plans alongside your pension.
From union dues to educator expense deductions, we provide tax strategies specifically for NY teachers.
We’ll help you understand your retiree health insurance options—whether through your district, NYSHIP, or COBRA.
Saving for your kids’ college, buying a home, updating your will—we cover it all, and we do it in a way that integrates with your pension and benefits.
From Tier 1 to Tier 6, we’ve helped hundreds of teachers retire confidently.
Always acting in your best interest. No commissions. Ever.
Pensions, 403bs, 457s, taxes—we break it all down in plain English.
Whether you're five years out or retiring next June, we help you make smart, timely decisions.
At Bentham Wealth, we believe it is important to be transparent in our pricing. The cost for new 403b accounts is 1.25%.
Book your free consultation today to discuss your financial goals with a certified financial planning expert!
300 International Dr. Suite 100 Williamsville, NY 14221
Phone: 716.580.1500
Email: steve@benthamwealth.com
