L. K. Benson & Company is a CPA/Financial planning firm that strives to help our clients reach their financial goals and evaluate the variety of financial decisions that they face. We are based in Baltimore and primarily serve individuals in the Mid-Atlantic area, but have an increasing number of clients who reside in other parts of the country.

OUR CLIENTS

Our clients are primarily wealthy individuals and families, many of whom have achieved financial independence through the sale of a closely held business or by other means. Others may still be actively involved in running a business. Many of our clients have inherited their wealth. We also serve high-income individuals who typically are still accumulating wealth as corporate executives, entrepreneurial business owners, or successful professionals. Other clients have simply worked hard, been diligent savers, and lived within their means throughout their lives. Our clients usually have complex financial situations and interesting personal lives, and we enjoy becoming an integral part of them.

PHILOSOPHY

We are fee-only financial planners. We are compensated only by our clients. Our fees are based on the hourly rates for each of our staff. The clients for whom we provide investment-monitoring services are generally charged a quarterly retainer. This fee covers not only the investment monitoring services, but also advice on other financial planning areas.

We strive to create a very personal relationship with our clients. Our firm provides cutting-edge planning strategies on a proactive basis. We publish a newsletter on a regular basis that addresses issues that our clients face in their financial lives. We stay current by attending a variety of conferences and reading numerous publications. Through our high-level involvement with a variety of national financial planning organizations, we have developed a strong network of planners with similar practices around the country. We utilize strong administrative, tax, and investment monitoring support and technology to maintain efficiency without becoming too large.

Personal financial planning includes all of these areas. Our clients enjoy having a financial advisor who can help them integrate each of these aspects into a coordinated plan to help them reach their goals.