Michael Benkovic, CFP®

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DVB Financial Michael Benkovic, CFP®
Harrisburg, PA

Serving Clients Nationwide

We're not just financial advisors. We're specialists. DM us to learn more.

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Areas of Focus

  • Caregiving for Parents
  • Crisis Management
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Michael Benkovic, CFP®, Founder, and Principal Partner of DVB Financial, leads the firm’s strategic vision with an unwavering commitment to enhancing the lives of clients. At every step, he meticulously evaluates each business decision with the question, “How does this enhance the lives of the people we serve?”

At DVB Financial, Michael leads a team dedicated to helping clients navigate life’s complexities with confidence and clarity. The firm offers highly specialized services tailored to each client’s unique needs, including retirement planning through RetireRight, senior lifestyle transitions with AgeWise, special needs planning via Independence and Beyond, and business owner solutions through BizOwner360. With a focus on simplifying life’s intricate challenges, DVB provides exceptional expertise and personalized care to empower clients at every stage of life.

Recognizing the unique burdens that arise as loved ones age, Michael founded AgeWise as a platform to guide families through the complexities of senior lifestyle transitions. AgeWise provides comprehensive support, addressing everything from evaluating service providers and relocation options to navigating financial implications. This platform ensures families have a partner who alleviates stress and helps preserve their legacy during life’s pivotal moments.

With over 20 years of experience in the financial services industry, Michael began his career on the sales team of a boutique mutual fund company. His passion for serving others led him to become an advisor with a large wealth management firm before founding DVB Financial to provide a truly independent and client-focused planning experience.

Michael holds a Bachelor of Science in Business Administration from the University of Delaware and is a CERTIFIED FINANCIAL PLANNER™ professional, with expertise in investment management, retirement planning, insurance, taxation, and estate planning.

Michael resides in Linglestown with his wife, Nykki, and their four children. Outside the office, he enjoys traveling with his wife, coaching his children’s sports teams, and playing a round of golf.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

4800 Linglestown Road Suite 304 Harrisburg, PA 17112

Additional Locations

📍 303 East Market Street York, PA 17403

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Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

You might be surprised to learn that we believe financial guidance is not hard to find. But finding partners who care enough to relate to you and share advice that is in YOUR best interest is far more difficult. In our first meeting together, we'll go over your most pressing financial challenges and identify where you want to be in the future. We'll get to know more about you and see which of our solutions could be the right fit. Feel free to come prepared with questions you'd like answered so we can make the most of our time together. Ready to learn the difference DVB Financial can make? Reserve your complimentary consult with us today. We can meet virtually, on the phone, or at one of our two office locations. Simply use the link in our profile to book your call with our team. We look forward to meeting you!

Offers Investment Management

Yes

About our Firm

At DVB, we go beyond the basics and focus on guiding clients through life’s complexities with highly specialized financial planning. Our advisory services address the unique challenges and goals of every individual that walks through our door.

The firm offers highly specialized services tailored to each client’s unique needs:

🏌️RetireRight: Retirement planning to help clients secure a fulfilling retirement.
✅ AgeWise: Senior lifestyle and transition planning, providing expert support for aging loved ones.
🤰Independence and Beyond: Comprehensive financial and family planning for those with special needs.
🏢 BizOwner360: Business owner solutions designed for entrepreneurs and their families.

Our team of specialists brings unmatched expertise in each of these areas, providing solutions that simplify the intricate aspects of life, going well beyond the finances.

With DVB, clients gain a trusted partner equipped to help them navigate life’s multifaceted demands with confidence and clarity while also receiving the highest level of wealth management care.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and DVB Financial, LLC are separate entities from LPL Financial.

Hobbies and Interests

  • Family
  • Golf
  • Pickleball

Who We Serve

  • Baby Boomers
  • Business Owners
  • Caregivers
  • Corporate Executives
  • Entrepreneurs
  • Living in Retirement
  • Special Needs

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