Who stole your American Dream?

Like David fighting Goliath, do you ever feel like Wall Street is battling against your American Dream?  The financial world is confusing to many.  Big investment firms use that fact to their advantage.  At Benedetti Financial, as investment advisors, we coach you through the fog of investing war.  Like David using the slingshot against the bigger, apparently better-equipped foe (algorithms, stock pickers, market timers), we will arm you with three simple rules for investing. Coaching you to understand the investing illusions and arming you for the battle of your American Dream is our mission.

"Thou comest to me with a sword, and with a spear, and with a shield: but I come to thee in the name of the Lord of hosts, the God of the armies of Israel, whom thou hast defied...And all this assembly shall know that the Lord saveth not with sword and spear: for the battle is the Lord's, and he will give you into our hands" (1 Sam. 17:45, 47). 

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Meet Our Team