Bennett Wealth Planning is an independent financial services firm based in Portland, Oregon. Founded by Jeff Bennett, the company focuses on a client-centric approach, developing customized financial strategies to help individuals, families, and business owners achieve their long-term goals. Their services encompass retirement and investment planning, estate planning, and specialized advice for women and business owners. The firm operates through a partnership with Commonwealth Financial Network®, a registered investment adviser and broker/dealer, to offer a wide range of financial products and services.

Founded in

United Kingdom