Our Mission Statement:
Providing comprehensive financial planning services that allow families to fulfill their hopes and dreams.
Dr. Stephen Benold, CFP®
Stephen founded Benold Financial Planning in 2005 to provide clients a place to receive objective, goal-based investment advice. Above all else, our guiding principle is to place the goals of all current and future clients at the forefront of every financial decision. Stephen assists clients in developing long-term investment strategies to help solve financial issues and position each client to achieve all that is important to them.
Jordan Benold, CFP®
Jordan comes from a family lineage of medical doctors. Both of his grandfathers and his uncle are physicians. His father is a physician as well; however, he is also a CFP®. After working in finance for 16 years in the mortgage industry, Jordan is proud to continue in the footsteps of his father by serving clients as a financial planner.