Chad Disbennett, CFP®
Helping successful people preserve, protect, and pass on their wealth.
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Serving Clients Nationwide
Helping successful people preserve, protect, and pass on their wealth.
Areas of Focus
- Business Owners
- Education Funding
- Estate Planning
- Insurance
- Investment Management
- Legacy Planning
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About Chad Disbennett, CFP®
Hi, I'm Chad Disbennett. I'm the Founder and CEO of Disbennett Wealth Management Group.I am a nationally-recognized Financial Educator, Author, Speaker and Retirement Income Specialist. You may have seen me in NBC, ABC, CBS and FOX network affiliates, as well as Columbus Business First, Business Courier, Wall Street Journal Market Watch, Yahoo Finance, and Wall Street Select, among others.
As the Co-Author of RETIRE ABUNDANTLY, BUILD WEALTH Like A SHARK and RETIRE Like A SHARK, I have been interviewed by Kevin Harrington, the Inventor of the Infomercial, As Seen on TV guy, and the Original Shark from ABC TV's smash hit series, Shark Tank, as well as James Malinchak, one of the most requested, in-demand business and motivational keynote speakers in the world featured on ABC TV's Secret Millionaire.
I am the Founder and CEO of Disbennett Wealth Management Group, and the creator of The Wealth With Clarity™ Process, a transformative wealth enhancement process to help Business Owners, Executives, Health Care Professionals, and Independent Women learn how to preserve, protect, and pass on their wealth.
With a background in education, I created The Wealth With Clarity™ Process to help my clients better understand the sometimes-confusing world of Financial Planning. I am a true financial "Coach" in that I thoroughly enjoy learning about my clients and their needs, and then finding the best strategies to fit those needs. As opposed to simply being an advisor, I am a true guide to my clients, and I look to form long lasting relationships.
I graduated from the College of Business at the University of Cincinnati, and then continued my education at Capital University in the realm of business education. I hold several securities and insurance designations, and completed the rigorous training necessary to become a Certified Financial Planner™ Practitioner.
As an NCAA Division I All-American in Track and Field, and a former AMA National Hillclimb Champion, I understand the meaning of hard work and commitment. I put that same passion and effort into helping my clients each and every day.
Outside of the office, I enjoy participating in Lancaster Rotary, supporting our local schools and their athletic programs, speaking, traveling, golfing, snowboarding, and exercising. More than anything though, I enjoy spending time with my wife Danielle who I happily married in 2001, along with our children, Danica and Cooper.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
4660 Old Columbus Rd NW, Carroll, OH 43112
Video
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Disbennett Wealth Management Group
Disbennett Wealth Management Group is a financial planning and wealth management firm based in Carroll, Ohio, founded by Chad Disbennett to help successful individuals and families preserve, protect, and pass on their wealth.Who We Serve
We work with business owners, executives, health care professionals, and independent women who are looking for a guide, not just an advisor, for their financial lives. We believe personal investing is personal, so we ask questions first, listen, relate, and guide based on each client's unique circumstances rather than applying a one-size-fits-all solution.
Our Process
At the center of our approach is the Wealth With Clarity™ Process, a transformative five-step process designed to help people avoid the pitfalls and hidden obstacles that can derail retirement planning. The process is repeatable, predictable, and sustainable, with the goal of helping clients reduce income taxes, make their investments last throughout retirement, and achieve the retirement they envisioned. We also apply a "Total Asset Approach," because while each area of a client's financial life is important individually, managing them collectively is one of the most important factors in long-term financial success.
Why Work With Us
We are not a financial firm that's flashy or pretentious, and we are not so big that we lose our ability to build and nurture relationships with our clients. Our integrity is not for sale, and we believe listening carefully to understand what our clients really want is the only way we can help them find success. No one achieves greatness alone, which is why we work as a team to help our clients thrive.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Education
University of Cincinnati Carl H. Lindner College of Business, Bachelor of Business Administration (BBA)
Hobbies and Interests
- Family
- Golf
- Snowboarding
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Women Professionals
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