A complete list of active advisors currently associated with Benningfield Financial Advisors, LLC

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

Benningfield Financial Advisors provides integrated financial planning and discretionary portfolio management primarily for high‑net‑worth individuals and families, and also serves pension and profit‑sharing plans, charitable organizations, and trusts. The firm is fee‑only and structures client relationships around written investment policy statements and periodic financial planning updates. Its investment approach emphasizes strategic asset allocation and broad diversification, favoring passive index and ETF exposures alongside selectively used active managers. The firm accepts discretionary trading authority and, while it generally does not employ option strategies, it will use derivatives in separately managed accounts in limited circumstances (for example, covered calls on concentrated positions or options used to hedge). A noteworthy aspect of the firm is that its managing member is a licensed attorney, yet the firm does not provide legal services and explicitly states that no attorney‑client privilege is created, a setup that is uncommon among peers. The firm also operates with a relatively small client roster and a compact advisor team managing substantial assets, and it relies on institutional custodial and support services rather than commission‑based relationships.

To learn more about the advisors currently working at Benningfield Financial Advisors, LLC, 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.