About Our Firm

Here’s our story. We look forward to hearing yours.

Austin

Austin Benoff

Client Services Analyst

Austin Benoff joined our team in as a Client Services Analyst in 2019.  His background knowledge in business administration, along with his natural affinity toward client servicing, are just a few reasons why he has become a valued member of our team. Austin’s passion for business and finance sparked as a young child, bonding over the stock market with his dad. Austin’s dad taught him a variety of different investment strategies over the years such as technical analysis, and eventually they began trading together.

Austin is currently working towards his bachelor’s degree at Temple Ambler for Business Administration with a prime focus on Finance. He is also our NSSA Certified Social Security expert and is licensed in Life and Health insurance. His future goals include obtaining his Series 65 securities license, in order to grow more as a financial advisor and fiduciary.

During his time in school, Austin has used his knowledge of the market to Day-trade as a part-time job. Some of the investment vehicles Austin has had hands-on experience trading include mutual funds, exchange traded funds, options, forex, and futures. His insight and knowledge in these various investment vehicles add to his ability to offer support to our team in the analytical process.

Austin has a strong desire to help people plan for their future, which inspires him to learn everything about investing in his spare time. He is patient, caring and even funny at times.  Austin aspires to be the best at whatever he does and loves helping people plan for retirement, seeing our clients be able to have a quality of life that they had dreamed and planned for.  Austin is a tenacious hard-worker and all-around resourceful team member.

When Austin is not researching or studying the stock market, he can be found spending time with his high school sweetheart and fiancé, Julia, and their two dogs, Max & Eddie. Their favorite thing to do together is travel; whether it be to a new city, or a trip to the new restaurant that just opened around the block—they are always on the lookout for a new and exciting adventure!