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Benedict Financial Advisors, Inc.

Headquartered in ATLANTA, GA

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Firm Information

Benedict Financial Advisors, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission, headquartered in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They serve a diverse clientele, including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $430,056,651 in assets for 740 accounts. They offer a wrap fee program.

Benedict Financial Advisors, Inc.

6000 LAKE FORREST DRIVE

ATLANTA, GA 30328-5901

$430.06M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BENEDICT FINANCIAL ADVISORS, INC. has a total of 1 branch locations across the country.
location

ATLANTA, GA

Advisors at Benedict Financial Advisors, Inc.

View All 5 Advisors
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James Rocke Senkbeil

RA

Atlanta, GA

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Travis Matthew James

CFP®, RA

ATLANTA, GA

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Unclaimed
Mark Alan Beaver

CFP®, RA

ATLANTA, GA

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Unclaimed
Ashley Armstrong Thompson

CFP®, RA

ATLANTA, GA

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Unclaimed
Robert John Hamill

CFP®, CFC®, RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Benedict Financial Advisors, Inc..

Frequently Asked Questions (14)

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