SJBenen Advisory, LLC is a Registered Investment Adviser firm, established in 2016.  We are committed to upholding the highest standards of ethical conduct and acting as a fiduciary to serve the best interests of our clients above all else.

Managed Accounts

Our main business is managing brokerage accounts for individuals. Clients can set up all types of accounts for us to manage, including individual accounts, joint accounts, IRAs, and trusts.

 

Learn more about managed accounts

 

 

Financial Planning

We can help clients without directly managing their money.  It’s easier now than ever to be a self-directed investor, but it’s always good to have someone in your corner giving you guidance.

 

Learn more about financial planning

 

 

The Benen Report

The Benen Report is a monthly newsletter that we send out to our clients.  We discuss topics related to investing, personal financial decisions, and pertinent macroeconomic themes.

 

Learn more about The Benen Report

 

 

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