We're "Client First" Centric
As a boutique, fully-independent firm, we're not beholden to the restrictions of large institutional agendas. That means you'll have the opportunity to operate and serve clients as a true fiduciary.
Our primary core value is 'Clients First' above all. We are passionate about providing our clients with informed financial decision-making guidance within the framework of a bespoke end-to-end, fiduciary-led, wealth management experience.
We Keep Things Separate
In order to focus on what's best for our clients, we operate in a Triangulation of Advice™. This keeps our financial advice independent from where assets are in custody and separate from where financial products are sold.
We're Boutique, But Mighty
Independent doesn't mean alone. We decided to partner with and be powered by Dynasty Financial Partners.
That means you have access to advanced advisor technologies, institutional-grade resources, intellectual expertise - and over $100B in asset buying power. This allows us to "shop the street" and find the perfect providers for your clients - avoiding any special interests.
You'll also have back-office functions covered including compliance, HR, marketing and succession planning. It's all designed to maximize client-facing activities, while minimizing administrative drag.
Affiliation Opportunities For Advisors & Firms
Whether you are an independent or a breakaway advisor, DecisionMap Wealth Management is open to having experienced advisors who also espouse a 'Clients First' ethos to join our team. Additionally, we're open to M&A opportunities with successful independent RIA firms.
Our partnership with Dynasty Financial Partners provides us with an institutional-grade platform, industry expertise and vast resources, all while maintaining our complete independence. Dynasty is also one of the industry leaders in breakaway transitions, as well as offers investment banking services.
The First Decision is Moving Forward
At DecisionMap Wealth, we are building something different. If you're considering a move to independence, reach out to us today to start the conversation with one of our founding partners. We believe that you'll be glad you did.
One Great Decision Leads to Another
DecisionMap Wealth Management was originally founded in 2023 by CFP® Professionals who have worked together for almost 20 years, first as an independent RIA, then with Goldman Sachs Personal Financial Management, and now as an independent RIA once again.
Headquartered in Great Falls, Virginia with an additional office in Atlanta, Georgia, the advisory team has over 75 years of wealth management experience.
Meet Your Team
Paul Bennett, Ph.D., MSF, CFP®
CEO & Founder
"We launched DecisionMap to help clients express their beliefs,
goals and values in order for them to gain a better
understanding of the associated trade-offs."
Mark Weber, CFP®, CFA®
President & Founder
"If life is the sum of all the choices and decisions that we make,
then DecisionMap exists to guide clients confidently along
the path of their financial journeys."
Luke Avery
Assistant Vice President, Relationship Manager
"I find great purpose in working closely with clients to understand their unique situation and goals,
by helping create personalized strategies that
offer a clear and actionable path."
Sandy Sitler
Vice President, Client Service
"I truly enjoy being the initial touchpoint for our clients, knowing they depend on excellent service. The added satisfaction comes from contributing to their brighter
and more secure financial future."
Luke Bennett
Managing Director
"I’m thrilled to be a part of DecisionMap. It gives me the opportunity to provide a great breadth and depth of investment options, all within an independent,
fiduciary framework."