Staci Bennett, CRPC™, CFP®

Embark on your financial journey with me, Staci Bennett, CRPC™, CFP®. With over 26 years of experience in the financial industry, I am committed to providing personalized guidance tailored to your unique needs and goals. From crafting income for life strategies to navigating wealth transfer and long-term care planning, I offer comprehensive solutions to help you achieve financial confidence. My dedication to community service and local insights further enriches my ability to guide you towards financial success. Partner with me today and let’s begin your transformative journey towards financial empowerment and fulfillment.

Staci Bennett, CRPC®

CERTIFIED FINANCIAL PLANNER™
PRIVATE WEALTH ADVISOR | FOUNDER, BENNETT FINANCIAL PARTNERS

Planning for your financial future starts today.

Certified Financial Planner | Bennett Financial Partners

Initiating your financial journey involves crafting a comprehensive plan that encompasses both your current financial standing and future aspirations. At Bennett Financial Partners, we specialize in offering personalized and compassionate financial guidance designed to meet your unique needs. Plus, your initial financial planning consultation comes at no cost to you. With our expertise and care, we’re dedicated to helping you achieve your financial goals. Reach out to us today to take the first step towards securing your financial future.

Financial Planning: Comprehensive Wealth Management & Preservation Services | Bennett Financial Partners

Certified Financial Planner | Bennett Financial Partners

Bennett Financial Partners® offers tailored financial planning, wealth management, and investment advisory services led by a CERTIFIED FINANCIAL PLANNER®. Our work centers on helping you make informed financial decisions across key areas such as tax efficiency, risk management, legacy planning, and portfolio design.

Managing substantial wealth brings complexity—and the need for clarity. From investment oversight to estate coordination, high-net-worth individuals require a strategic approach that adapts to evolving priorities and life transitions.

Whether you’re facing a liquidity event, preparing for retirement, or organizing assets across multiple entities, we provide structure and guidance to help you move forward with confidence and control.

What Financial Services Does Bennett Financial Partners® Offer?

When financial complexity increases, so does the need for expert coordination. Whether you’re navigating a significant life transition, managing executive benefits, or planning for legacy and retirement, having a clear, customized strategy can make all the difference.

Bennett Financial Partners® delivers a broad spectrum of financial planning and advisory services, including retirement and estate planning, divorce financial planning, executive benefit strategies, and both individual and business financial planning. Each plan is tailored to reflect the unique financial structures, goals, and timelines of the client.

Our team takes the time to understand your priorities and design thoughtful solutions that support informed decision-making across every stage of life. With Bennett Financial Partners®, you gain an experienced partner focused on helping you streamline your financial life and prepare with purpose.

High-level financial decisions often can’t wait for office hours. That’s why accessibility and responsiveness are a cornerstone of how we serve our clients.

Flexible communication options are a core part of how we serve our clients. Whether you prefer in-person consultations, secure virtual meetings, or after-hours availability, we tailor our approach to match your schedule and preferences. Trust is built not only on expertise, but on being accessible when it matters most.

Our commitment is to provide consistent, personalized service that aligns with the pace and complexity of your financial life—so you can reach us when it counts and stay focused on what’s ahead.

Transparent, flexible pricing is essential when managing significant wealth. Clients deserve to understand how their advisor is compensated—and how that structure supports their long-term financial strategy.

Our tiered, asset-based fee structure is designed to align with the scope of your assets and the level of service you require. This approach ensures personalized financial guidance while maintaining transparency and alignment with your financial goals.

Our commitment to fee transparency means no hidden costs—just straightforward, professional service built around your financial complexity and goals.

Every client brings a unique set of priorities, values, and financial complexities. That’s why our approach is centered around building strategies that reflect your vision—on your terms.

Personalized financial planning is key to making informed decisions across areas such as tax strategy, portfolio management, and investment oversight. Whether you’re managing complex wealth structures or refining your long-term goals, our focus is on creating a plan that reflects your life and priorities, not just market trends.

By taking time to understand what matters most to you, we provide tailored guidance that supports your financial direction—while giving you the flexibility and clarity to move forward with purpose.

Organizing wealth requires more than just a plan—it requires a strategy tailored to your life. Whether you’re preparing for retirement, managing multi-generational assets, or seeking clarity around investment decisions, the right guidance can simplify what’s complex.

Bennett Financial Partners® provides personalized financial strategies shaped around your specific goals and priorities. From education funding to advanced portfolio design, our experienced team helps you make sense of the financial landscape—so you can move forward with purpose and confidence.

Take the next step toward a more structured financial life. Connect with us to explore how thoughtful planning can support your vision for the future.

Phone: (912) 289-1177
Email: staci@bennettfp.com

Staci Bennett, CRPC™, CFP®

Embark on your financial journey with me, Staci Bennett, CRPC™, CFP®. With over 26 years of experience in the financial industry, I am committed to providing personalized guidance tailored to your unique needs and goals. From crafting income for life strategies to navigating wealth transfer and long-term care planning, I offer comprehensive solutions to help you achieve financial confidence. My dedication to community service and local insights further enriches my ability to guide you towards financial success. Partner with me today and let’s begin your transformative journey towards financial empowerment and fulfillment.

Staci Bennett, CRPC®

CERTIFIED FINANCIAL PLANNER™
PRIVATE WEALTH ADVISOR | FOUNDER, BENNETT FINANCIAL PARTNERS

Planning for your financial future starts today.

Certified Financial Planner | Bennett Financial Partners

Initiating your financial journey involves crafting a comprehensive plan that encompasses both your current financial standing and future aspirations. At Bennett Financial Partners, we specialize in offering personalized and compassionate financial guidance designed to meet your unique needs. Plus, your initial financial planning consultation comes at no cost to you. With our expertise and care, we’re dedicated to helping you achieve your financial goals. Reach out to us today to take the first step towards securing your financial future.

Comprehensive Wealth Planning, Management, and Preservation Services at Bennett Financial Partners®

Certified Financial Planner | Bennett Financial Partners

At Bennett Financial Partners®, our advisors offer a comprehensive suite of investment and financial planning services, encompassing investment management and strategic asset allocation.

We deliver expert investment management and advisory services tailored to your individual needs. Our asset allocation process integrates key factors such as your investment goals, personal finances, time horizon, and risk tolerance to develop a customized investment strategy. With a keen understanding of your circumstances, we provide guidance on investment alternatives and assist in implementing and administering your investment portfolio.

Trust Bennett Financial Partners® to provide personalized investment solutions that align with your financial objectives and empower you to navigate the complexities of wealth management with confidence.

What Financial Services Does Bennett Financial Partners® Offer?

When financial complexity increases, so does the need for expert coordination. Whether you’re navigating a significant life transition, managing executive benefits, or planning for legacy and retirement, having a clear, customized strategy can make all the difference.

Bennett Financial Partners delivers a broad spectrum of financial planning and advisory services, including retirement and estate planning, divorce financial planning, executive benefit strategies, and both individual and business financial planning. Each plan is tailored to reflect the unique financial structures, goals, and timelines of the client.

Our team takes the time to understand your priorities and design thoughtful solutions that support informed decision-making across every stage of life. With Bennett Financial Partners, you gain an experienced partner focused on helping you streamline your financial life and prepare with purpose.

High-level financial decisions often can’t wait for office hours. That’s why accessibility and responsiveness are a cornerstone of how we serve our clients.

Flexible communication options are a core part of how we serve our clients. Whether you prefer in-person consultations, secure virtual meetings, or after-hours availability, we tailor our approach to match your schedule and preferences. Trust is built not only on expertise, but on being accessible when it matters most.

Our commitment is to provide consistent, personalized service that aligns with the pace and complexity of your financial life—so you can reach us when it counts and stay focused on what’s ahead.

Transparent, flexible pricing is essential when managing significant wealth. Clients deserve to understand how their advisor is compensated—and how that structure supports their long-term financial strategy.

Our tiered, asset-based fee structure is designed to align with the scope of your assets and the level of service you require. This approach ensures personalized financial guidance while maintaining transparency and alignment with your financial goals.

Our commitment to fee transparency means no hidden costs—just straightforward, professional service built around your financial complexity and goals.

Every client brings a unique set of priorities, values, and financial complexities. That’s why our approach is centered around building strategies that reflect your vision—on your terms.

Personalized financial planning is key to making informed decisions across areas such as tax strategy, portfolio management, and investment oversight. Whether you’re managing complex wealth structures or refining your long-term goals, our focus is on creating a plan that reflects your life and priorities, not just market trends.

By taking time to understand what matters most to you, we provide tailored guidance that supports your financial direction—while giving you the flexibility and clarity to move forward with purpose.

Organizing wealth requires more than just a plan—it requires a strategy tailored to your life. Whether you’re preparing for retirement, managing multi-generational assets, or seeking clarity around investment decisions, the right guidance can simplify what’s complex.

Bennett Financial Partners® provides personalized financial strategies shaped around your specific goals and priorities. From education funding to advanced portfolio design, our experienced team helps you make sense of the financial landscape—so you can move forward with purpose and confidence.

Take the next step toward a more structured financial life. Connect with us to explore how thoughtful planning can support your vision for the future.

Phone: (912) 289-1177
Email: staci@bennettfp.com

About Us

Staci Bennett started Bennett Financial Partners® so she can dedicate her years of experience in the financial industry to providing investment management and strategic wealth planning that is tailored specifically for you.  Our team of financial professionals pride ourselves in the trusted relationships we build and have a passion for being our client’s trusted financial advisor.

OUR PASSION

Our Mission

Our focus is to understand your goals and develop a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to achieve those goals.

Your financial plan should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life.

EXPERIENCE MORE

Our Process

It is paramount to create a financial plan that seeks to protect your needs now and for the future in a tax efficient manner.  Together, we will determine your present financial situation, develop financial goals, identify alternative courses of action, evaluate alternative, create and implement financial plans of action, and monitor, reevaluate, and revise your plan accordingly.

START TODAY

Certified Financial Planner | Bennett Financial Partners

Financial Planning & Wealth Management
for High-Net-Worth Investors

Bennett Financial Partners® provides strategic financial planning and wealth management solutions for accredited investors and high-net-worth individuals across Georgia, Florida, South Carolina, and nationwide.

Our team of Certified Financial Planners® supports clients in markets including St. Simons Island, Sea Island, Jekyll Island, Brunswick, Richmond Hill, Charleston, Savannah, Jacksonville, Boston, and Miami.

With experience in navigating the complexities of substantial wealth, our advisors offer guidance on customized investment strategies, estate and wealth transfer planning, executive benefit planning, business succession considerations, and tax-aware retirement approaches. Each financial plan is built around the specific needs and priorities of the individuals and families we serve—helping them move forward with clarity and confidence.

Our expert advisors specialize in customized investment strategies, estate and wealth transfer planning, executive compensation solutions, business succession planning, and tax-efficient retirement planning. With a deep understanding of the complexities of significant wealth, we help our clients protect, grow, and seamlessly transition their assets for future generations.

Areas of Expertise

Certified Financial Planner | Bennett Financial Partners

Managing wealth is a dynamic process that requires personalized strategies tailored to your life’s goals. For high-net-worth individuals, a one-size-fits-all approach simply doesn’t work. That’s why our experienced financial planners specialize in crafting comprehensive, customized financial solutions to maximize wealth and ensure long-term financial security.

From wealth management and investment strategies to retirement planning and estate planning, we design strategies that reflect your personal and financial objectives. Whether you’re planning for retirement, navigating complex wealth transitions, or seeking tax-efficient wealth transfer, we are committed to guiding you through every step of the process.

Based in the serene setting of St. Simons Island, Georgia, Bennett Financial Partners® is your trusted partner for expert financial planning and wealth management.

Let us help you simplify the complexities of financial planning and work toward a secure, prosperous future.

Comprehensive Financial Planning

Build a customized financial strategy to grow and protect your wealth.

Comprehensive Financial Planning

Create a personalized financial roadmap designed to help you achieve long-term financial security and wealth growth. Our expert financial planning services focus on budgeting, saving, investing, and tax strategies to build a strong foundation for your future.

Retirement Planning & Wealth Preservation

Secure your future with tax-efficient retirement and income strategies.

Retirement Planning & Wealth Preservation

Ensure a financially secure retirement with strategic retirement planning tailored to your lifestyle and goals. From tax-efficient retirement income strategies to portfolio diversification and estate planning, we help you prepare for a comfortable and worry-free future.

Estate Planning & Legacy Protection

Protect your legacy with smart estate planning and wealth transfer strategies.

Estate Planning & Legacy Protection

Preserve your wealth and protect your loved ones with a customized estate plan. We provide estate tax minimization strategies, wealth transfer planning, and trust services to help high-net-worth individuals secure their financial legacies for future generations.

Asset Management & Investment Strategies

Optimize your portfolio with expert investment and wealth management.

Asset Management & Investment Strategies

Optimize your investment portfolio with strategic asset management tailored to your risk tolerance and long-term objectives. Our fee-based investment management services focus on portfolio diversification, risk mitigation, and tax efficiency to maximize wealth growth.

Risk Management & Financial Security

Safeguard your assets with proactive risk management solutions.

Risk Management & Financial Security

Safeguard your financial future with proactive risk management strategies. We provide insurance planning, liability protection, and market risk assessments to help you mitigate uncertainties and protect your assets.

Women’s Wealth & Financial Empowerment

Empowering women with clarity, confidence, and control over their finances to build a future aligned with their dreams and independence.

Women’s Wealth & Financial Empowerment

Gain financial confidence with personalized wealth management strategies designed for women. We offer customized financial planning, investment strategies, and estate planning solutions to help women build, manage, and protect their wealth with clarity and independence.

We proudly and actively serve and support impactful local philanthropic organizations dedicated to the betterment of our youth and shelter animals.

Humane Society of South Coastal Georgia
CASA of the Golden Isles
Operation Bedspread
Humane Society of South Coastal Georgia
CASA of the Golden Isles
Operation Bedspread