About Our Firm

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

Austin

Austin Benoff

ADVISER

Austin Benoff has background knowledge in business administration, as well as his natural affinity toward client servicing. These are just a few reasons why he has become a valued member of our team. His 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. 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.

Having experienced long term care first-hand in helping his mom take care of his dad, and other aging relatives, Austin knew that comprehensive financial planning was essential. Austin has this strong desire to help people plan for their future which inspires him to learn everything about investing. He is patient, caring and even funny at times. Austin is currently working towards his bachelor’s degree at Temple Ambler for Business Administration with a prime focus on Finance. Austin is also our NSSA Certified, Social Security expert and is licensed in life and health insurance.

His future goals include obtaining his life and his Series 65 securities license, in order to grow more as a financial advisor and fiduciary. When Austin is not researching or studying the stock market, he can be found spending time with 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!