Marc Bienenfeld

For Marc Bienenfeld, financial advising has always been about one thing: helping people build a future they feel good about.

A native Floridian, Marc came back to South Florida to be close to what matters most: family. He and his wife are raising their five children near their grandparents, and that sense of community and connection is something he carries into every client relationship he builds.

Marc’s background is anything but typical for a financial advisor. He graduated with an accounting degree from Yeshiva University, earned his CPA, and launched his career at PricewaterhouseCoopers, one of the most respected firms in the world. From there, he stepped into the fast-moving world of a New York City hedge fund, where he learned to navigate high-stakes markets, manage complex risk, and sweat the details that others overlook.

But numbers were never the end goal. For Marc, all that expertise became meaningful when he could use it to help people planning for retirement, business owners protecting what they’ve built, individuals making sure the people they love are taken care of no matter what life brings.

Today, Marc works with clients across wealth management, retirement planning, 401(k) advisory services, life insurance, disability insurance, and long-term care planning,. He’s especially passionate about helping employees inside corporate retirement plans make smarter investment decisions because he believes every working person deserves access to the kind of guidance that’s usually reserved for the wealthy.

His approach is straightforward: listen first, plan thoughtfully, and build the kind of long-term relationship where clients feel confident calling him whenever life changes.

When he’s not helping clients plan for their future, you’ll probably find Marc playing basketball or on the golf course, cheering on his favorite Florida sports teams, or soaking up the South Florida sun with his family.