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M. Bennett Financial Group

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website p5financial.com
Client types

Overview

M. Bennett Financial Group is a wealth advisory team situated in Palestine, Texas, operating within the Power 5 Financial collective. Founded and co-led by Michael Bennett, the group emphasizes personalized, client-centric service rooted in local community ties. The team delivers investment management, retirement planning, tax-aware strategies, and holistic financial advice to individuals, families, and business owners. Securities and advisory services are provided through &Partners, LLC (a dually registered broker-dealer / investment adviser), with custody via Fidelity / NFS. The team combines open-architecture access to investment products with the institutional tools of the Power 5 platform.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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