A complete list of active advisors currently associated with Ben-David Financial Planning

Warmer can help you find a great advisor at Ben-David Financial Planning or one who fits your needs even better.

Ben-David Financial Planning provides comprehensive financial planning and portfolio management to individuals, couples, families and business owners. The firm serves a small client base (about 20 households) while managing a multi‑million dollar asset pool, and delivers customized, goal‑oriented advice tailored to each client’s circumstances. The firm implements portfolios primarily with no‑load mutual funds and may include individual bonds and alternative investments as appropriate, reallocating when allocations or client objectives change. While the adviser generally obtains a limited trading authorization for administrative trading, clients are expected to review custodial statements and retain responsibilities such as proxy voting, reflecting a largely non‑discretionary practice in how accounts are handled. Compared with many peers, the firm uses a fixed retainer model rather than standard percentage‑of‑AUM billing and operates on a fee‑only basis without accepting third‑party compensation. It is a solo practitioner practice that emphasizes individualized service, adherence to professional codes (NAPFA/CFP Board standards), and maintaining client control over certain account authorities.

To learn more about the advisors currently working at Ben-David Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.