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Luke B

Series 63, Series 65, Series 66

Atlanta, GA

DecisionMap Wealth Management, LLC

Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Suntrust Investment Services, Salvus Capital Management, and Lehman Brothers. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment framework that combines passive core exposures with active satellite strategies, tailoring portfolio allocations to client objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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Mark W

CFP®, CFA®, Series 66

Great Falls, VA

DecisionMap Wealth Management, LLC

Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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Paul B

CFP®, ChFC®, Series 63, Series 65

Great Falls, VA

DecisionMap Wealth Management, LLC

Paul Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. In addition to his advisory work, he is an author who writes and promotes books. DecisionMap Wealth Management offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, utilizing fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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Luke A

CFP®, Series 65

Great Falls, VA

DecisionMap Wealth Management, LLC

Luke Avery is a CFP® and Series 65-licensed advisor at DecisionMap Wealth Management, LLC with three years of industry experience. Prior to joining DecisionMap, he worked at Goldman Sachs Personal Financial Management and has experience in both financial services and other sectors including education and logistics. DecisionMap Wealth Management provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment strategy that combines passive and active approaches, tailoring portfolios to clients’ objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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