Benedict Financial Advisors Inc.
Benedict Financial Advisors Inc is a registered investment advisor headquartered in Atlanta, Georgia. Established in 1980 by Philip C. Benedict, the firm specializes in fee-based investment management, retirement income planning, and wealth management services. The team includes CERTIFIED FINANCIAL PLANNERS™ and Certified Investment Management Analysts®, serving high-net-worth individuals, families, and institutions. With decades of experience and a client-centric approach, they focus on tailored solutions and comprehensive financial planning.
Investment Strategy
Benedict Financial Advisors Inc employs a fee-based, client-focused investment strategy emphasizing long-term growth and preservation of capital. The firm builds diversified portfolios across equities, fixed income, and alternative investments, tailored to individual client risk tolerance and goals. Their approach includes active management, frequent portfolio reviews, and holistic financial planning—covering retirement, estate, and tax optimization. The firm leverages research and fundamental analysis, prioritizing blue-chip companies and strategic asset allocation, while also taking tactical positions based on market conditions.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.31% | $19.0M | 92,783 | $60.74 | $205.17 | -$1.8M |
M MSFT | MICROSOFT CORP | 4.12% | $18.2M | 36,525 | $46.40 | $497.41 | +$4.2M |
B BIL | SPDR SERIES TRUST | 3.19% | $14.1M | 153,481 | $91.63 | $91.73 | +$1.5M |
M MO | ALTRIA GROUP INC | 2.95% | $13.0M | 222,154 | $46.55 | $58.63 | -$255.3K |
P PM | PHILIP MORRIS INTL INC | 2.94% | $13.0M | 71,308 | $86.91 | $182.13 | +$1.4M |