L.K. Benson & Company, Pc

EST. AUM
$369,140,420

CONTACTS
1

CLIENT ACCOUNTS
428

Firm Details

Metro area Baltimore
CRD Number 107908
Website lkbenson.com
Client types

Overview

The firm understands how valuable a client's time is and its goal is to help free up more of it by being their financial partner. They work with people in all stages of life, with many different occupations and varying levels of net worth. Their fee structure allows them to work with a wide variety of clients, but there are certain people in particular situations whom they feel they can help the most. As Certified Public Accountants with years of experience in tax and estate planning, they have a technical background and an understanding of complex tax laws. They are leaders in the AICPA community and have an extensive network of the best and brightest CPA financial planners around the country.

Platform Details

Investment Preferences

Alternative Activity