About Us

Benton Wealth Management was founded for the purpose of truly putting the client’s needs first.  To maintain keeping my client as the main focus, I am limiting the number of new clients that I am willing to bring into my practice.  As an independent advisor, I do not have proprietary products and the needs of my client are always put first. I understand each client is different and each client is advised based on their unique situation. In general many of my clients are conservative. My years of experience has molded my knowledge to assist my clients in seeking to generate income, preserve and grow their wealth while managing risk. My clients benefit from personal and local service directly from the business owner while still having the resources of the largest independent broker/dealer firm in the nation, LPL Financial*. LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs.

For more information about LPL Financial, visit www.lpl.com

Partnering with LPL Financial my clients have access to a wide variety of investment products, record keeping and investment research. With today’s ever-changing and difficult economic conditions, it is critical to have access to a team of experienced analysis, financial tools, resources and technology. Through LPL Financial my clients are covered by SIPC (www.sipc.org) account protection on their securities.

The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm
limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

 

*As reported in Financial Planning Magazine, June 1996-2021, based on total revenue.