Benedict Financial Advisors, Inc.

Benedict Financial Advisors, Inc. is an investment advisory firm established in 1982, located in Atlanta, Georgia. The firm specializes in financial planning, portfolio management, consulting, and educational services. The principal owners and managing partners are Mark A. Beaver and Travis M. James. As of December 31, 2024, the firm managed $474,950,483 on a discretionary basis. Services include financial planning, retirement income planning, and portfolio management based on individual client profiles and investment objectives. BFA acts as a fiduciary for accounts meeting Department of Labor rules. The firm offers a Benedict Wrap Program for eligible clients with portfolios valued at $1.25 million or more. Fees are based on a percentage of assets under management, with a minimum portfolio value of $300,000. BFA may negotiate special fee arrangements. The firm does not have performance-based fees or side-by-side management. BFA primarily invests in common stocks, ETFs, mutual funds, and individual bonds using fundamental, charting, technical, and cyclical analysis. Clients have investment discretion, and BFA aggregates trades when advantageous. The firm receives benefits from LPL Financial, its custodian, and may compensate promoters for client referrals. BFA has no disciplinary events and uses Broadridge for proxy voting and class action litigation monitoring. Clients are encouraged to review account statements and reports provided by the custodian.