Benningfield Financial Advisors

Who We Are

Benningfield Financial Advisors, LLC is an SEC-registered investment advisory firm that specializes in helping individuals and families develop a clear vision of their financial future and a realistic strategy to achieve it. Our team of experienced professionals is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals.

How We Help

We help individuals and families develop an inspiring vision of their financial future and a realistic strategy to achieve it. Our clients come to us with different types of financial complexity. A career change, divorce, or starting a business may have opened up new possibilities and complications. They may own real estate or have stock compensation plans. Some are retired, others still working. Regardless of their unique financial circumstances, our clients share a desire to simplify their financial lives, protect their resources, and achieve their most important personal goals. Our team works closely with our clients to understand their financial objectives, preferences, and priorities. We then develop a personalized financial plan that addresses all aspects of our clients' financial lives, from investment management to estate planning and income taxes.

Investment Philosophy

Our team is guided by a set of key investment beliefs. We believe that a client's goals determine the portfolio structure. We also believe that global diversification helps manage risk, and that minimizing investment costs, tax exposure, and portfolio turnover is essential. We recognize that long-term intentions need to survive short-term temptations, and that a well-designed investment strategy can help our clients achieve their financial goals.

Planning Philosophy

We believe that there's usually more than one way to get what you want. Our approach to financial planning is centered on developing a clear plan that aligns with our clients' goals and priorities. We recognize that life is unpredictable, and that surprises are inevitable. Our goal is to help our clients navigate these surprises and stay on track to achieve their financial goals.

Services

Our services are designed to help individuals and families achieve their financial goals. Our team can help with:

• Investment management: We offer comprehensive investment management services that seek to achieve our clients' financial goals while minimizing risk and maximizing returns.
• Financial planning: We provide personalized financial planning services that address all aspects of our clients' financial lives.
• Estate planning: We help our clients develop a comprehensive estate plan that ensures the smooth transfer of their wealth to future generations.
• Income taxes: We provide guidance on how to minimize income taxes and optimize after-tax returns.

Fees

We are a fee-only firm, which means that our only compensation comes directly from our clients. We do not accept commissions, referral fees, or any other type of third-party payments that could bias our advice. Our fee structure is tiered, with fees ranging from 0.25% to 1.00% of the portfolio value, depending on the amount of investments we manage.

Getting Started

We invite you to take the first step towards achieving your financial goals. Simply contact us to schedule a complimentary consultation to discuss your planning and investment needs. We will work with you to develop a personalized financial plan and investment strategy designed to help you achieve your goals.