Marjorie Bennett

CFA®, MBA

Chicago Partners Wealth Advisors

Parnter

Marjorie Bennett

CFA®, MBA

Chicago Partners Wealth Advisors

Parnter

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marjorie Bennett, CFA®, MBA

Fee only investment and financial advisor based in Chicago, IL with a second location in Princeville, HI. We work with high net worth clients across the nation.

Marjorie Bennett is a Chicago, IL fee-only financial planner. Chicago Partners provides comprehensive investment management, tax planning, & financial planning to help high net worth clients, corporations, foundations, institutions, and family offices optimize their wealth and more effectively reach their goals & objectives. As a fee-only, fiduciary, and independent financial advisor, Marjorie Bennett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Marjorie Bennet is the fonder of Healthy Money Choices, a program of the YWCA Kaua'i

Prior to joining Chicago Partners in 2020, Marjorie A. Bennett, CFA was the principal of Aegis Capital Management, Inc. and has been involved in the asset management and general finance business since 1981. Aegis Capital Management, Inc., was founded in 1998 with Ms. Bennett as the principal professional.

Prior to Aegis, Ms. Bennett worked as a vice president in the San Francisco office of Morgan Stanley Institutional and had also been employed as a senior financial executive for Bay Area companies, including one of the original “Big Eight” public accounting firms.

Ms. Bennett received her B.S. in accounting, graduating cum laude from the University of Colorado at Boulder, and her M.B.A. degree from the University of California at Berkeley. She holds the Chartered Financial Analyst® designation.

Marjorie 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.

Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations, foundations, institutions, and family offices. Chicago Partners currently manages more than $3.5 Billion assets for 1,200+ clients across the United States.

Clients of Chicago Partners receive the 5-Step Wealth Optimization Process, working with their team to create their customized wealth management plan that includes portfolio & investment management, tax management, estate planning, retirement planning, education planning, cash flow planning, and that is always backed by their team of fiduciary financial advisors. Each client works with their team composed of a CPA, CFP, CFA, and JD, each dedicated to optimizing a specific dimension of wealth.

As fee-only fiduciaries, Chicago Partners advisors meet the highest standard of quality for advisors and always act in your best interest.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Marjorie Bennett is a NAPFA-Registered Financial Advisor

    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.

  • CFA - Chartered Financial Analyst

    Marjorie Bennett is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Marjorie Bennett

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Office Locations:

  • 2758 Piedmont
    Berkeley, CA 94705
  • 3667 Albert Rd
    Princeville, HI 96722

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