A complete list of active advisors currently associated with Benedict Financial Advisors, Inc.

Warmer can help you find a great advisor at Benedict Financial Advisors, Inc. or one who fits your needs even better.

Benedict Financial Advisors, Inc. provides discretionary portfolio management, limited financial planning with an emphasis on retirement income, general consulting and educational services. Its clients include individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations. The firm begins client relationships by developing a Financial Profile and an Investment Plan tailored to each client and implements that plan on a discretionary basis, using a mix of common stocks, ETFs, mutual funds and bonds and employing fundamental, technical, charting and cyclical analysis as appropriate. Accounts are reviewed at least annually and, for eligible clients, BFA offers a wrap fee program that combines management and transaction charges for administrative convenience. Compared with many peers, BFA maintains a structured client education and communications program — it publishes multiple periodicals (THE BENEDICT REPORT, FROM THE FIFTH FLOOR and the BENEDICT BRIEF) and conducts lectures and workshops — while managing approximately $529,382,185 in discretionary assets for about 315 clients with five advisors. The firm operates through the LPL platform and discloses receipt of economic benefits from LPL (including production bonuses and restricted stock units), has dually registered representatives and a related insurance agency, and uses Broadridge/Glass, Lewis for proxy voting — arrangements the brochure identifies as potential conflicts of interest for clients to consider.

To learn more about the advisors currently working at Benedict Financial Advisors, Inc., 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.