Insights

Niche Market Focus Benedict Financial Advisors specializes in fee-based investment management and retirement income planning, targeting clients who seek fiduciary-driven advice. This creates an opportunity to offer tailored financial products and premium advisory services that align with their client-centric approach.

Independence Advantage As an independent RIA not reliant on large brokerage firms, Benedict Financial emphasizes personalized service and research-driven investment decisions. Partnering with independent product providers and bespoke financial tools can enhance their service offerings and attract high net-worth clients.

Investment Interests The firm actively invests in key industry equities like Expeditors, Honeywell, and Dominion, suggesting a focus on diversified, growth-oriented portfolios. This presents a sales opportunity for specialized financial products, investment platforms, or research services aligned with their portfolio strategy.

Growth Potential With annual revenues between $1 million to $10 million and a small team, Benedict Financial is positioned for growth through strategic partnerships, digital marketing, and expanding their client base—ideal channels for introducing scalable financial solutions and client acquisition tools.

Competitive Landscape Operating in a market with large firms like Charles Schwab and Fidelity, Benedict Financial could differentiate through advanced technology integrations, customized solutions, and enhanced client engagement platforms, unlocking opportunities for innovative service offerings tailored to boutique advisory firms.

Benedict Financial Advisors, Inc. Tech Stack

Benedict Financial Advisors, Inc. uses 8 technology products and services including oEmbed, Shopify, JSON-LD, and more. Explore Benedict Financial Advisors, Inc.'s tech stack below.

  • oEmbed
    Dev Tools
  • Shopify
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • FancyBox
    Javascript Libraries
  • WPBakery
    Page Builders
  • Yoast SEO
    Search Engines
  • Akismet
    Web Platform Extensions
  • Nginx
    Web Servers

Benedict Financial Advisors, Inc.'s Email Address Formats

Benedict Financial Advisors, Inc. uses at least 1 format(s):
Benedict Financial Advisors, Inc. Email FormatsExamplePercentage
First@benedictfinancial.comJohn@benedictfinancial.com
100%

Frequently Asked Questions

Where is Benedict Financial Advisors, Inc.'s headquarters located?

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Benedict Financial Advisors, Inc.'s main headquarters is located at 6000 Lake Forrest Drive Northwest Suite 550 Atlanta, Georgia 30328 United States. The company has employees across 1 continents, including North America.

What is Benedict Financial Advisors, Inc.'s official website and social media links?

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Benedict Financial Advisors, Inc.'s official website is benedictfinancial.com and has social profiles on LinkedIn.

What is Benedict Financial Advisors, Inc.'s NAICS code?

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Benedict Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Benedict Financial Advisors, Inc. have currently?

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As of April 2026, Benedict Financial Advisors, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Managing Partner: M. A. B.Senior Vice President: J. S.Director And Senior Executive Consultant: T. B. B.. Explore Benedict Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does Benedict Financial Advisors, Inc. belong to?

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Benedict Financial Advisors, Inc. operates in the Financial Services industry.

What technology does Benedict Financial Advisors, Inc. use?

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Benedict Financial Advisors, Inc.'s tech stack includes oEmbedShopifyJSON-LDFancyBoxWPBakeryYoast SEOAkismetNginx.

What is Benedict Financial Advisors, Inc.'s email format?

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Benedict Financial Advisors, Inc.'s email format typically follows the pattern of First@benedictfinancial.com. Find more Benedict Financial Advisors, Inc. email formats with LeadIQ.

When was Benedict Financial Advisors, Inc. founded?

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Benedict Financial Advisors, Inc. was founded in 1982.

Benedict Financial Advisors, Inc.

Financial ServicesGeorgia, United States2-10 Employees

Benedict Financial Advisors, Inc. is 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 PLANNER™ professionals 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. 

Rather than work for a large sales organization where we might be encouraged to push higher commission products, be forced to meet monthly quotas and spend most of our time soliciting; we prefer to work for our clients, take responsibility for account management, do our own research and manage investments best suited for each specific client.

Our firm’s Investment Advisory Committee dictates our investment strategies and we personally make all the investment decisions for our client accounts. 

We use a team approach to provide clients with not just one advisor, but rather a team of professionals who are all involved and able to assist and answer questions. This not only ensures thorough planning insight; it also reinforces our value that all clients are clients of the firm as a whole.

Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Benedict Financial Advisors, Inc., a registered investment advisor. Benedict Financial Advisors, Inc. is a separate entity from LPL Financial. 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.benedictfinancial.com

Section iconCompany Overview

Headquarters
6000 Lake Forrest Drive Northwest Suite 550 Atlanta, Georgia 30328 United States
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Benedict Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Benedict Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

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