Embark on a transformative financial journey with Staci Bennett, CRPC^®, CFP^® — a seasoned Certified Financial Planner^™ and Chartered Retirement Planning Counselor^™ with over 26 years of industry expertise. As you navigate the pivotal decision of selecting a financial advisor, Staci’s distinguished career path, from renowned institutions like J.C. Bradford and Merrill Lynch to her current role, reflects a commitment to excellence and genuine client care.

At the heart of Staci’s approach is a sincere dedication to creating a tailored financial roadmap that aligns seamlessly with your unique goals. Specializing in areas such as income for life strategies, cash and investment strategies, wealth transfer, and long-term care planning, Staci ensures a comprehensive and insightful financial planning experience.

Choosing Staci as your financial advisor not only grants you access to her extensive knowledge but also introduces you to a personalized and empathetic service. Her decision to settle on St. Simons Island demonstrates a deliberate shift to directly impact the lives of clients, fostering an atmosphere where you can feel at ease, comfortable, and truly embraced.

Beyond her professional accomplishments, Staci’s community engagement is a testament to her commitment to making a positive impact. Serving on the Boards for the Humane Society, CASA, and Operation BedSpread, as well as volunteering with Habitat for Humanity, Staci weaves her dedication to community service seamlessly into her financial expertise.

Staci’s roots in Savannah, GA, and her academic background from the University of Georgia Terry College of Business contribute to a wealth of local and industry insights. This unique blend of professional acumen and genuine community involvement sets Staci apart as a financial advisor who not only understands the intricacies of your financial landscape but also possesses a sincere passion for your broader well-being.

Discover the benefits of a partnership with Staci Bennett—where credentials meet compassion, and financial guidance transforms into a journey of empowerment and fulfillment. Your financial future awaits, and Staci is here to guide you every step of the way.

Navigate your financial future with confidence alongside Josh Johnson, a dedicated Client Relationship Manager at Bennett Financial Partners^®. With a strong foundation in economics and finance, Josh specializes in helping high-net-worth individuals and families build, preserve, and transfer wealth through personalized financial strategies tailored to their unique goals.

Josh’s expertise is rooted in his education at Georgia College & State University, where he studied Economics and Finance, combined with hands-on experience in financial analysis, asset valuation, and wealth management. His analytical approach and commitment to client success ensure a strategic and comprehensive plan designed to protect and grow your wealth.

Choosing Josh as your Client Relationship Manager means partnering with someone who prioritizes trust, integrity, and long-term financial security. His focus on investment strategies, risk management, and wealth preservation provides clients with a thoughtful and customized approach to financial planning.

Beyond his professional work, Josh enjoys golf, traveling, and spending time at the beach. He is also committed to giving back to the community and has spent time working with The Gathering Place, a non-profit youth ministry dedicated to leadership and personal development.

Experience financial guidance that is both strategic and personalized. Connect with Josh Johnson at (912) 289-1177 or josh@bennettfp.com to start planning for your future.