Built from the ground up for High-Achieving Professionals
Unlike typical firms selling generic products, Benjamins Money learns your goals and crafts a tailored plan for your success.
Built By
Built by CERTIFIED INVESTMENT ANALYST® and CFP® professional.
Launched From
Benjamins Money was founded to serve high-achieving professionals with personalized advice and innovative financial tools for every stage of their financial journey.
Designed by
Designed by a 2024 Five Star Wealth Manager.
Our Story
At Benjamins Money, we believe financial success should be as dynamic as your career. My journey began as a wealth advisor at Merrill Lynch and Morgan Stanley, where I saw clients’ needs went far beyond investment advice.
They required advanced wealth planning: income tax, retirement, estate, and corporate stock strategies. This sparked my passion for delivering innovative, personalized solutions for high-achieving professionals.
To deepen my expertise in advanced wealth planning, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Certified Investment Management Analyst® (CIMA®) certification, which was offered through coursework with IMCA and the Wharton School.
Wealth advice was too often fragmented. Successful professionals like doctors, executives, business owners, and NIL athletes face unique financial challenges that require specialized knowledge. Each of these groups needs tailored strategies, whether it’s managing stock plans, optimizing taxes, choosing retirement benefits, or planning a business sale.
During my MBA at UVA’s Darden School, classmates and UVA Law students often sought my advice on questions like buying a home versus paying off student loans or maximizing 401(k) contributions. These conversations revealed a need for expert, tech-driven financial planning for accomplished professionals.
This realization inspired Benjamins Money, a firm built to understand your challenges and ambitions. Our mission is to empower successful professionals to reach their goals faster, optimize resources, and protect what they’ve built.
“At Benjamins Money, we’re committed to a partnership built on trust, expertise, and technology. We deliver clear, actionable strategies tailored to your life and career so you can build wealth and enjoy the journey.”
Jean Jacques Borno, CFP®, ChFC® & CIMA®
Founder and CEO
Our Leadership
With an MBA from the University of Virginia Darden School of Business and over fifteen years of financial services experience, Jean is a former Wealth Advisor at Merrill Lynch and Morgan Stanley. Jean has been recognized as a Five-Star Wealth Advisor.
Wealth Takes Delayed Gratification
In today’s fast-paced, social media-driven world, it’s easy to get caught up in flaunting material purchases and chasing instant gratification. But lasting wealth requires patience, discipline, and making saving first a habit.
At Benjamins Money, we help successful professionals stay focused on long-term goals with advanced technology and guidance. If you get off track, we offer tailored strategies to help you keep building lasting wealth.