A complete list of active advisors currently associated with Benowitz Wealth Management

Warmer can help you find a great advisor at Benowitz Wealth Management or one who fits your needs even better.

Benowitz Wealth Management is a state‑registered investment adviser that provides comprehensive portfolio management, financial planning, and related advisory services. The firm also offers educational seminars and workshops at no cost as part of its client education efforts and works with both individual and high‑net‑worth clients. The firm emphasizes capital preservation and risk management, using behavioral‑economics insights, goal‑based financial planning, and multi‑tier asset allocation that combines institutional share‑class mutual funds, ETFs, and a tactical model to complement strategic allocations. Benowitz may also recommend structured products, alternative investments, and a targeted digital‑asset allocation for clients who are suitable and acknowledge the specific risks. Distinctive features in the brochure include the no‑cost public seminars and workshops and explicit references to third‑party disclosure channels (it lists its CRD number and directs readers to FINRA’s BrokerCheck for additional information). The firm also highlights practices less common for advisers of its size — bundling financial planning at no additional charge into its managed‑account service and documenting client risk acknowledgments before recommending structured notes or digital‑asset exposures.

To learn more about the advisors currently working at Benowitz Wealth Management, 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.