BENEDICT FINANCIAL ADVISORS, INC.

Overview

Benedict Financial Advisors, Inc. is an independent registered investment adviser that focuses its practice on individual and family clients as well as select institutional relationships. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and it also publishes client-facing periodicals or newsletters. Investment activity tilts heavily toward publicly traded equities and exchange-traded products, with investment managers allocating the bulk of client capital to liquid equity exposures while using third-party vehicles to access less liquid strategies. Fee arrangements are flexible and include a percentage-of-AUM component alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Benedict is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices