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Travis James

Managing Partner, Certified Financial Planner™

Benedict Financial Advisors Inc

United States, Georgia, Atlanta

About Me

I am a managing partner of Benedict Financial and a member of the firm’s investment committee. Within the firm, I focus on the application of independent research within clients’ portfolios. I also create retirement income and estate plans to help protect clients against the risks that face them in retirement, while helping create a smooth transition to the next generation(s). I enjoy the ability to apply the independent research we select to our long-term investment strategies. I am native to the Atlanta area and currently live in Sandy Springs with my wife, Sharon, and two daughters, Megan and Kate. I attended Berry College on a Presidential Merit Scholarship. While at Berry I received
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Profile Information

Managing Partner, Certified Financial Planner™

Benedict Financial Advisors Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Atlanta

Georgia

United States

May 15, 2024

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