Comprehensive wealth strategies tailored for high-net-worth individuals, families, and business owners—delivered with insight, experience, and care.
Under the leadership of Staci Bennett, CFP®, Bennett Financial Partners™ offers an exclusive suite of financial services designed to meet the unique needs of high-net-worth individuals, families, and business owners. Staci has meticulously curated a team of seasoned financial industry veterans, each dedicated to providing exceptional, personalized wealth management solutions. From addressing everyday financial matters to crafting sophisticated, multi-faceted strategies, our team is committed to delivering unparalleled service with the utmost discretion and expertise. At Bennett Financial Partners™, your financial success and peace of mind are our highest priorities.

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.
We help you plan, manage and preserve your wealth.
Our advisors provide a full range of investment and financial advisory services, including investment management and strategic asset allocation.
We bring to our clients skilled investment management and investment advisory services. We employ an asset allocation process that synthesizes information about your investment needs, personal finances, investment objectives, investment time horizon and risk tolerance to arrive at an investment allocation customized to your circumstances. We offer guidance on investment alternatives and can help implement and administer your overall investment portfolio.
Financial partners you can depend on.
With decades of financial industry experience, our professionals at Bennett Financial Partners® have access to resouces provided by Bay Financial Associates that provides experienced insight and valuable advice for a lifetime.
Learn more about Bennett Financial Partners by contacting us today to get started.
We help you plan, manage and preserve your wealth.
Our advisors provide a full range of investment and financial advisory services, including investment management and strategic asset allocation.
We bring to our clients skilled investment management and investment advisory services. We employ an asset allocation process that synthesizes information about your investment needs, personal finances, investment objectives, investment time horizon and risk tolerance to arrive at an investment allocation customized to your circumstances. We offer guidance on investment alternatives and can help implement and administer your overall investment portfolio.
Financial partners you can depend on.
With decades of financial industry experience, our professionals at Bennett Financial Partners® have access to resouces provided by Bay Financial Associates that provides experienced insight and valuable advice for a lifetime.Learn more about Bennett Financial Partners® by contacting us today to get started.
Joseph A. Donovan, JD, LL.M.
Joseph A. Donovan, JD, LL.M.
Joseph Donovan serves as the Managing Principal at Bay Financial Associates, a key component of the collaborative team at Bennett Financial Partners. In his role, Joe plays a pivotal part in supporting advisors dedicated to crafting specialized wealth management plans for families and businesses.
John S. Kerr, CLU®, ChFC®
John S. Kerr, CLU®, ChFC®
John previously served as the firm’s Managing Principal and CEO for 36 years and alongside his team was integral in building and growing Bay Financial Associates to one of the largest and most respected wealth services firms in the Northeast. He continues to assist and mentor financial professionals and staff across the company.
John J. McCarthy, III, CLU®, CFP®
John J. McCarthy, III, CLU®, CFP®
As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm’s investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic asset-allocation plan and making recommendations on investments and outside money managers designed and implemented to work towards accumulating, preserving and transferring wealth.
Tess McCarthy
Tess McCarthy
Tess McCarthy specializes in providing Financial Advisor and Client Support.