A complete list of active advisors currently associated with L. K. Benson & Company, P.C.

Warmer can help you find a great advisor at L. K. Benson & Company, P.C. or one who fits your needs even better.

L. K. Benson & Company, P.C. serves individual and high‑net‑worth clients and their families, providing ongoing financial planning and discretionary portfolio management alongside project‑based tax planning, tax preparation, and accounting services. The firm operates as a fee‑only adviser and does not accept commissions or participate in wrap‑fee programs. The firm’s investment approach emphasizes asset allocation and diversification as primary drivers of long‑term returns, using mutual funds and ETFs and implementing tailored target allocations with regular supervision and rebalancing. It also acts as a coordinator and reviewer of third‑party managers when portions of client portfolios are delegated to independent managers. Distinctive features include a formal affiliation with an accounting practice and staff who hold CPA and financial‑planning credentials, allowing integrated tax and accounting work alongside investment advice. The firm is also notable for its small advisory team managing substantial assets and for billing primarily by fixed fees and hourly/project rates rather than the more common percentage‑of‑assets fee model.

To learn more about the advisors currently working at L. K. Benson & Company, P.C., 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.