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Achieving Success by

Working Together

We strive to serve our clients through deep and meaningful relationships that last for generations.

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Our Services

There are many financial solutions in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  We believe informed decisions about the products in any portfolio are best made after an assessment of individual needs. Products and services include:

  • 401(k), 403(b) and other plan sponsored retirement plans
  • IRAs
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Life insurance
  • Long-term care insurance
  • Disability Insurance 

Our Services

  • Overview
  • Wealth Management
  • Insurance
  • Retirement Planning
  • 401(k)/Retirement Plan Vendor Evaluation
  • Mergers and Acquisitions Due Diligence for 401(k)s
  • Retirement Plan Implementation

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (510) 839-4852
Fax: (510) 839-4853

Jason R. Pera: jpera@starkmillerfbg.com
Marc T. LaRhette: mlarhette@starkmillerfbg.com

3650 Mt. Diablo Blvd., Suite 104, Lafayette, CA 94549

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To learn more about the professional history of our financial advisors please visit FINRA's BrokerCheck

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Stark Miller Financial Benefits Group is licensed to sell insurance in AZ, CA, CO, CT, FL, GA, IL, MA, MI, MN, NV, NY, OH, TX, and VA and is registered to offer securities in AL, AK, AZ, CA, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, NE, NV, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VT, VA AND WA.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services provided by Stark Miller Financial Benefits Group not affiliated with Woodbury Financial Services, Inc.

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