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.

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

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?

At Bennett Financial Partners, we provide a diverse range of financial solutions meticulously tailored to meet the unique needs and goals of each client. Our areas of expertise span various facets of financial planning, including but not limited to, individual and business financial planning, retirement planning, estate planning, executive benefit planning, and divorce planning.

We understand that every client’s situation is unique, which is why we take a personalized approach to crafting financial strategies that align with your specific circumstances and aspirations. Trust Bennett Financial Partners to deliver comprehensive solutions that address your financial concerns and empower you to achieve your long-term goals with confidence.

At Bennett Financial Partners, we prioritize our connection with you and strive to be easily accessible through various channels, including in-person meetings, online communication, and after-hours availability. We understand the importance of being there for you when you need us, which is why we ensure our accessibility extends beyond traditional business hours. Whether you prefer face-to-face consultations, virtual meetings, or reaching out outside of regular office times, we are committed to being there to support you every step of the way. Trust Bennett Financial Partners to provide the personalized attention and accessibility you deserve for your financial needs.

At Bennett Financial Partners, we understand that wealth management needs vary from client to client. That’s why our fee structures are designed to be flexible and transparent. Our fees are asset-based and tiered, meaning they are dependent on the amount of assets under management. This ensures that our clients receive fair and customized pricing based on their specific financial situation and the level of services required. With Bennett Financial Partners, you can trust that our fee structures are aligned with your best interests, providing you with peace of mind as we work together to manage your wealth effectively.

At Bennett Financial Partners, we believe in empowering our clients to use their customized financial plans according to their preferences and priorities. Our primary focus is always on helping you achieve your goals and turning your dreams into reality. Whether you’re interested in complex planning strategies like tax management, portfolio management, or seeking professional investing advice, we’re here to help. We take the time to understand your unique needs and objectives so that we can provide tailored solutions that align with your financial aspirations. Trust Bennett Financial Partners to be your partner in realizing your financial goals and aspirations.

Start your financial journey with Bennett Financial Partners, a team committed to providing personalized strategies tailored to your unique needs. Whether you’re planning for retirement, saving for education, or seeking investment guidance, we offer comprehensive solutions to help you achieve your goals. With our experienced professionals by your side, you can navigate the complexities of finance with confidence. Contact us today to begin your journey to organizing your financial plan.

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

Whether you have questions, need assistance, or want to schedule a consultation, we’re here to help. Contact us today and let Bennett Financial Partners guide you towards financial success.

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.

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

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?

At Bennett Financial Partners, we provide a diverse range of financial solutions meticulously tailored to meet the unique needs and goals of each client. Our areas of expertise span various facets of financial planning, including but not limited to, individual and business financial planning, retirement planning, estate planning, executive benefit planning, and divorce planning.

We understand that every client’s situation is unique, which is why we take a personalized approach to crafting financial strategies that align with your specific circumstances and aspirations. Trust Bennett Financial Partners to deliver comprehensive solutions that address your financial concerns and empower you to achieve your long-term goals with confidence.

At Bennett Financial Partners, we prioritize our connection with you and strive to be easily accessible through various channels, including in-person meetings, online communication, and after-hours availability. We understand the importance of being there for you when you need us, which is why we ensure our accessibility extends beyond traditional business hours. Whether you prefer face-to-face consultations, virtual meetings, or reaching out outside of regular office times, we are committed to being there to support you every step of the way. Trust Bennett Financial Partners to provide the personalized attention and accessibility you deserve for your financial needs.

At Bennett Financial Partners, we understand that wealth management needs vary from client to client. That’s why our fee structures are designed to be flexible and transparent. Our fees are asset-based and tiered, meaning they are dependent on the amount of assets under management. This ensures that our clients receive fair and customized pricing based on their specific financial situation and the level of services required. With Bennett Financial Partners, you can trust that our fee structures are aligned with your best interests, providing you with peace of mind as we work together to manage your wealth effectively.

At Bennett Financial Partners, we believe in empowering our clients to use their customized financial plans according to their preferences and priorities. Our primary focus is always on helping you achieve your goals and turning your dreams into reality. Whether you’re interested in complex planning strategies like tax management, portfolio management, or seeking professional investing advice, we’re here to help. We take the time to understand your unique needs and objectives so that we can provide tailored solutions that align with your financial aspirations. Trust Bennett Financial Partners to be your partner in realizing your financial goals and aspirations.

Start your financial journey with Bennett Financial Partners, a team committed to providing personalized strategies tailored to your unique needs. Whether you’re planning for retirement, saving for education, or seeking investment guidance, we offer comprehensive solutions to help you achieve your goals. With our experienced professionals by your side, you can navigate the complexities of finance with confidence. Contact us today to begin your journey to organizing your financial plan.

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

Whether you have questions, need assistance, or want to schedule a consultation, we’re here to help. Contact us today and let Bennett Financial Partners guide you towards financial success.

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

Bennett Financial Partners

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

Bennett Financial Partners™ delivers comprehensive wealth management and financial planning services tailored to accredited investors and ultra-high-net-worth individuals in Georgia, Florida, South Carolina, and across the United States.

Our Certified Financial Planners™ proudly serve the local markets of St. Simons Island, Sea Island, Jekyll Island, Brunswick, Richmond Hill, Charleston, Savannah, Jacksonville, Boston, and Miami.

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

Bennett Financial Partners

At Bennett Financial Partners, we understand that affluent individuals seek comprehensive financial services tailored to their unique needs and goals. Our team of experienced financial planners offers a suite of services designed to maximize wealth and secure financial futures.

From wealth management and investment strategies to retirement income planning and estate planning, we provide personalized solutions to help our clients achieve their financial objectives. Whether you’re navigating a complex divorce, planning for retirement, or seeking tax-efficient wealth transfer strategies, our experts are here to guide you every step of the way.

With Bennett Financial Partners as your trusted financial planner, you can rest assured knowing that your financial future is in capable hands. Located on the picturesque St. Simons Island, Georgia, Bennett Financial Partners is your trusted destination for comprehensive financial solutions.

Let us help you navigate the complexities of financial planning and secure a brighter tomorrow.

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