Benedetti Financial, Inc.

Benedetti Financial provides portfolio management, financial planning, consulting, and advisory referral services to a small client base that includes individual (non‑high‑net‑worth) clients, plan participants, pension and profit‑sharing plans, charitable organizations, corporations, and other investment adviser clients. The firm also offers impersonal seminars and webinars on topics such as retirement and estate planning and delivers written financial plans to clients who engage planning services.

The firm typically develops a client investment policy and selects or recommends outside money managers, monitoring accounts and performing periodic rebalancing while offering a portfolio “MRI” service to examine holdings in depth. Its investment universe is broad and expressly includes options and other derivatives in separately managed accounts; as of 12/31/2025 Benedetti Financial reported $4,469,498 of discretionary AUM and $109,925,263 of non‑discretionary AUM, reflecting a predominance of non‑discretionary assets.

Notable differences from many peers include an affiliation with an accounting firm (Benedetti & Associates, CPA, Inc.), with management personnel who remain practicing CPAs and devote a majority of their time to the accounting practice, and a formal referral/solicitor model under which the firm refers clients to independent advisers and receives referral compensation from those advisers. The combination of accounting‑affiliated advisory services, an active referral role to other advisers, public educational programming, and documented use of derivatives in managed accounts distinguishes the firm within its peer group.