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Dave Bensch
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Dave Bensch

Ohio-based CFP®, EA Helping W2 Employees Retire Responsibly

Verified advisor · CFP® · CRD 5295254
▲ Trending #6Advicers memberon Wealthtender
Fourth Dimension Financial GroupEvergreen Wealth Management, LLC
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Financial Advisor
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Who Dave works with
EngineersNurses and healthcare workersRetirees and pre-retireesCharitable givingEstate and legacy planningSudden wealth and inheritanceTax planning
What I'm working on
Updated Oct 29, 2026

Writing a newsletter over on Substack - https://davebensch.substack.com/

2
Tools in my stack
Retirement Analyzer
Planning Light
Slant CRM
Digital Onboarding, Client Meeting Support, Client Data Gathering +3 more
0
Events coming up
0
Books, pods, letters
0
Things I'm open to

News

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