A complete list of active advisors currently associated with Benzina Wealth, LLC

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

Benzina Wealth provides comprehensive financial planning, wealth management, and discretionary investment management to individuals and high‑net‑worth individuals. Services cover retirement planning, tax‑aware and estate planning, business‑owner cash‑flow guidance, and investment advice across equities, fixed income, mutual funds and ETFs. The firm’s investment approach is grounded in Modern Portfolio Theory and seeks appropriate asset allocation through a blend of passive and active strategies, with portfolio construction guided by holdings analysis, liquidity and tax considerations. Benzina may subscribe client accounts to third‑party model portfolios through its custodian’s Model Marketplace and will implement socially responsible (ESG) options when requested. What is distinctive about the firm is its fee-only arrangement that does not use a percentage‑of‑AUM billing model, instead relying on fixed planning and ongoing advisory fees. The practice requires clients to establish accounts at its chosen custodian and operates with a relatively small client base and under $20 million in assets under management, which can affect the custodial relationship and operational scale compared with larger advisers.

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