Madison Bennett
CFP®, CFT-I™
Financial Consulate, Inc.
Financial Planner
Madison Bennett
CFP®, CFT-I™
Financial Consulate, Inc.
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Madison Bennett, CFP®, CFT-I™
Fee-Only financial planner located in Hunt Valley, MD, serving clients locally and across the country
Madison Bennett, CFP®, CFT-I™ is a fee-only wealth advisor at Financial Consulate, based from the firm’s Hunt Valley, Maryland office. She serves clients from across the nation in pursuit of Financial Consulate’s mission: to help lessen the worry and burden of wealth management and enhance financial wellness so the firm’s clients can pursue relationships and true fulfillment. Financial Consulate offers comprehensive financial planning, which includes tax planning, investment planning, and retirement planning. Advisors at Financial Consulate are bound by legal obligation to provide unbiased and trustworthy financial advice and are never paid a commission of any kind.
Madison Bennett is a Wealth Advisor at Financial Consulate, Inc. in Hunt Valley, MD.
Role at The Consulate:
A crucial part of my role at The Consulate is working directly with clients to serve their needs and ensuring they are aligned with their long-term financial goals. Another aspect of my job is mentoring Financial Consulate’s interns during their time with the firm.
Educational Background:
I earned my bachelor’s degree in Business Administration with a concentration in Finance from Towson University. In March 2020, I became a Certified Financial Planner™ and I am currently pursuing the Certified Financial Therapist I™ designation.
Favorite Financial Topic to Discuss with Clients:
My favorite financial topic to discuss with clients is the goals they have for their own financial future. I enjoy looking at the big picture of what clients hope to achieve and then assisting with the details of how they will get to their desired outcome.
Outside the Office:
My parents shared their love of cooking with me and now it is something I love doing too. Italian dishes are my favorites to make and it is a great way for me to spend time with my family and enjoy great food!
Madison Bennett is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our mission is to help lessen the worry and burden of wealth management and enhance financial wellness so our clients can pursue relationships and true fulfillment.
We know how important it is to have someone you trust for financial advice.
That’s why Financial Consulate follows an ethical standard held by less than 1% of financial advisors in the US as members of the National Association of Professional Financial Advisors (NAPFA).
- Under their watch, we work as fiduciary advisors on a fee-only basis.
- We work without commissions and are oath-bound by a code of ethics to put your interests first.
- All our advisors are Certified Financial Planners (CFPs) and maintain a level of continuing education that exceeds the normal requirements.
- Almost half of our advisors are also Certified Public Accountants (CPAs) which allows for complete coordination of your financial plans and goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Families with the "Millionaire Next Door" Mentality
- Those Aiming to Reach Financial Independence
- Individuals Who are Engaged with and Trusting of Our Advisors
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Processes Designed to Earn Client Trust
Professional Designations & Affiliations
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Madison Bennett is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Madison Bennett is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Madison Bennett earned the Certified Financial Therapist - Level I™ Designation (CFT-I™)The CFT-I™ designation is a certification for both financial and mental health professionals, developed and administered by the Financial Therapy Association. Professionals holding this designation have learned to apply research and evidence-based therapeutic techniques to help clients, advance the field of financial therapy, and engage with other practitioners.
Contact Madison Bennett
Office Locations:
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11019 McCormick Road
Suite 200
Hunt Valley, MD 21031
