We are an Atlanta based Registered Investment Advisor focusing on fee-based Investment Management and Retirement Income Planning. We are a team committed to serving our clients' best interest. As an independent, privately-owned Registered Investment Advisor (RIA), we are not dependent on a large brokerage house or sales organization for investment decisions.
This allows our team of CERTIFIED FINANCIAL PLANNERS to work in a fiduciary capacity, putting our clients' interests before our own. Our passion and our structure are devoted to our clients' financial success.
This allows our team of CERTIFIED FINANCIAL PLANNERS to work in a fiduciary capacity, putting our clients' interests before our own. Our passion and our structure are devoted to our clients' financial success.
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I grew up neither financially poor, nor rich, but I did grow up in a culture that was very rich in values and work ethic and a lust to learn. For that I am far more thankful than for any financial inheritance. I grew up in a rural community and, at age ten, my classroom was in a one room county schoolhouse.
Benedict Financial Advisors, Inc. was formed in 1982 as a Registered Investment Advisor (RIA) so that we could provide high quality, personalized financial and investment advice to our clients. We are independent and privately-owned, thus we can truly focus on serving our clients' best interest rather than meeting sales quotas and pushing products.
As an independent registered investment advisor (RIA), Benedict Financial Advisors, Inc. provides individualized fee-based investment account management. Our investment strategy focuses on the creation and implementation of a plan that strives to produce a growing stream of income leading up to, and throughout, one's retirement years, while attempting to protect purchasing power.
Retirement Income Planning involves identifying the different sources of potential retirement income and estimating the amount of monthly cash flow you may expect to receive from those sources. The purpose of creating a retirement income plan is to determine how much monthly income you will have relative to your needs, wants, expenses, and lifestyle.
Our clients are individuals who want or need help managing their financial lives. Our client focus is not on a particular niche industry, such as doctors or pilots. Rather, our clients tend to have various backgrounds including small business owners, corporate executives, engineers, teachers and farmers, just to name a few.
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