bennett wealth management, llc
Your Neighbors' Financial Advisor in Franklin County & Beyond.
Advice built around your family, from an independent advisor who actually knows your name. Bennett Wealth Management is a boutique advisory firm serving Franklin and Chittenden County families for generations.
INDEPENDENT BY DESIGN
Financial Advice Built Around You, and Your Future Goals
If you've ever wondered whether your advisor is truly working in your best interest, that question is worth asking. As an independent firm, we're free to build a plan around your goals, your family, and your timeline, rather than any outside agenda. Whether you're a decade out from retirement or already living in it, we help you understand exactly where you stand and what the path ahead looks like.
franklin county Local roots
The Advisor Your Neighbors Already Trust
Founded by Roger Bennett and led today by Kerri Irick Churchill, Bennett Wealth Management has spent years building relationships across Franklin County, not just accounts. Kerri, and Hannah work with families across generations, including many clients' adult children just starting to invest. We're proud to call St. Albans home, from the covered bridges to the farms that dot Franklin County to the park in the heart of downtown.
- Being independent, so our advice is shaped by what's right for you.
- Building customized retirement roadmaps, not generic templates.
- Offering a full range of planning, from investments to 401(k)s to life insurance.
WHAT WE OFFER
Planning That Grows With Your Family's Needs
From your first investment to your retirement income plan, we offer the full range of financial planning families in Franklin County need under one roof.
Wealth Management
Ongoing management of your investments and financial plan, built around your goals and your life stage.
Retirement Planning
A customized roadmap for retirement income, savings, and timing, so you know where you stand and what to do next.
Investment Planning
Portfolio strategy built around your risk tolerance, timeline, and goals.
We believe that lasting financial confidence starts with understanding, so we take a hands-on approach with every client.
guiding Franklin County families through every stage of their financial lives
Why Franklin County Families Choose Us
REAL RELATIONSHIPS, REAL RESULTS
Custom Plans Tailored to You
We build customized retirement roadmaps instead of one-size-fits-all projections.
Building Realtionships that Last
We know our clients and their families personally, often across generations.
The Independent Difference
We are not tied to any one company's investment lineup, so our recommendations are shaped by your goals.
