Founded in 1992, Richard Benkert Associates, Ltd. is a U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor based in New York City. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions, ensuring its advice is aligned with client interests. They specialize in providing personalized wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, families, and trusts.

Founded in

United States