Philosophy

As an independent financial planning services firm, our philosophy is to make financial recommendations based on what is best for each individual client. Because we are not employees of a brokerage firm, we strive to offer unbiased advice, support, and service to the individuals we serve.

We are a firm of CERTIFIED FINANCIAL PLANNER™ professionals. CFPs take a fiduciary oath to protect their client’s best interests. To us, anything less is unacceptable. The values of this credential run very clearly through all our our services and client dealings. Simply put - when you make the decision to partner with Bob Bennie Wealth Management - your needs come first. Without exception.

The products we suggest, the advice we provide, and the service we offer, will always be with your interests in mind. Never in ours. For comprehensive wealth management advice you can count on, trust the reputable team at Bob Bennie Wealth Management. Whether you are in need of retirement planning, investment management, or legacy planning services, our firm can help you gain security and confidence in your financial future.