Michael B. Benedict , CFP®, MBA
Senior Financial Advisor
"My typical client created his or her wealth without my help and before I met them. But my clients have hired me for advice on how to nurture, protect, and manage their hard-earned wealth. I cherish the trust that my clients have placed with me, and my commitment to them is to continue to always earn that trust."
Michael Benedict has over fifteen years of experience in financial services profession. He has worked with business owners and individual investors in areas such as retirement planning, insurance, qualified retirement plans and comprehensive financial planning. Mike is a contributing editor of the Fort Worth Business Press, has been named in 2002 by "D" magazine as one of the top financial advisors in the Dallas/Fort Worth Metroplex and previously served on the Financial Planning Services Advisory Board of the University of Dallas. He has also previously appeared on NBC Channel 5's "Money Matters" and was a mentor at the Grapevine Middle School.
EXPERIENCE - More than 15 years
- Certified Financial Planner® and owner of The Benedict Company
- Adjunct Faculty, University of Dallas Graduate School of Management
EDUCATION
- BBA - Finance and Management - University of Texas at Austin
- MBA - Financial Planning Services - University of Dallas
- CFP® - College for Financial Planning
AFFILIATIONS
- Member - Financial Planning Association
- Elder - Southlake Boulevard Presbyterian Church
- Member - Ft. Worth Business and Estate Council
- Member - Grapevine Rotary