Osher. Begin your journey.

Osher represents a sense of contentment with life. Happiness.
Financial security. Dreams pursued and fulfilled.

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What We DoDream BIG
Empowering Jewish Leaders

You inspire those you serve, lead, and teach every day. Our financial planning and investment management services are designed to educate, guide, and empower you to pursue your dreams and live a life of purpose, fulfillment, and inspiration.

OUR MISSION

Who We HelpWhere Holy Meets Holistic

Benari Capital goes beyond cookie-cutter investment management to offer specialized services for our unique client base, including compensation and parsonage tax efficiency and comprehensive estate planning.

Holistic approach

Holistic approach

We bring your estate, taxes, compensation, and investments together.

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Unique client needs

Unique client needs

We focus on issues of tax, compensation, and retirement planning unique to clergy and non-profit leaders.

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Foundation of integrity

Foundation of integrity

Our passion to serve is guided by our founder’s two decades of service as a Cantor and pastoral counselor.

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What We DoEVERYTHING YOU NEED
IN ONE PLACE

01

Determine goals and values

We begin by taking a deep dive to discover the values, goals, needs, risk preference, and long-term financial objectives that drive you.

02

Your personal financial plan

We build a personalized plan designed to help you pursue the most important goals and dreams for your family and your future.

03

360 financial management

We put together the pieces of your holistic plan, including estate planning, insurance protection, student loan repayment, tax efficiency, day-to-day cash flows, investments, compensation, and more.

04

Implement & monitor

Once your plan is in place, we allocate your investments according to the personal strategy we’ve designed together and monitor it regularly.

OUR SERVICES

READY TO LEAVE A LEGACY?

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About UsFrom a Place of Experience and Knowledge

Serving the financial needs of our clients is our passion and our purpose in building this firm.

Voted Best Emerging Financial Services Firm
in the United States
2024

ResourcesFINANCIAL INSIGHTS

Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics?

What’s My Risk Tolerance Score?

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Data Thieves from Outer Space

Data Thieves from Outer Space

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Impact Investing or Philanthropy

Impact Investing or Philanthropy

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Contact UsWE WANT TO
HEAR FROM YOU

If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the best way to start. Let’s take the time to get to know each other, answer any questions you might have, and decide if a professional relationship makes sense for your situation.

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