Dan Bennett, CFP®
Intentional financial planning & investment management
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Lake Water Advisory
Dan Bennett, CFP®
Lakewood Ranch, FL
Intentional financial planning & investment management
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Cash Flow
- Estate Planning
- High Net Worth
- Investing
- Investment Management
- Owning a Business
- Retirement Planning
- Social Security
- Taxes
About Dan Bennett, CFP®
Dan Bennett shares his extensive financial experience with clients across the country by taking a modern approach to financial planning. He serves high-earning families by helping them make smart decisions with their money.Specialties include: investment planning, retirement strategies, business entity structuring, insurance, estate and tax planning.
Most of Dan’s spare time involves spending time with his wife Candice, daughter Lennon, and son Hayes. They currently reside in Lakewood Ranch, FL and love exploring, trying new restaurants, and staying active.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
Lakewood Ranch, FL
Additional Locations
📍 Skaneateles, NY
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. 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 Lake Water Advisory
At Lake Water, we help align your time, money, and energy to what you value most. We treat your finances as more than numbers on a spreadsheet.Our industry believes complexity is job security. Most advisors use confusing jargon and slick sales techniques, mostly for their benefit. You won’t get that with us. You’ll understand where you are today, what you own and the steps to take to live your most optimal financial life. Free of conflicts
"What sets us apart is our unwavering commitment to the values of transparency and education. I believe every client should have a clear understanding of their financial situation and the strategies we develop to help them achieve their goals. That’s why I take the time to educate the families and businesses I serve about the options available to them and empower them to make well informed decisions." - Dan Bennett, CFP®
Education
B.S in Finance at Florida Southern College
Hobbies and Interests
- Basketball
- Eating Out
- Exercising
- Family
- Hunting
- Running
- Skiing
- Surfing
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Contractors
- Corporate Executives
- Dentists
- Dual Income Family
- Gen X
- Living in Retirement
- Sales Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 1, 2024
Dan Bennett at LWA has been an exceptional financial advisor to our family for over 15 years. His expertise, clear communication, and dedication to improving our financial literacy has been invaluable. Dan has consistently helped us satisfy our changing financial goals, making us feel confident and secure every step of the way. We highly recommend him to anyone seeking trustworthy and knowledgeable financial support!"
Relationship to Financial Advisor: Client as of Dec 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2024
Dan can also help you with other things besides financial advising he helped me and my family get a trust set up for me and my Family. Dan made the process easy
Relationship to Financial Advisor: Client as of Sep 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 30, 2024
Lake Water is an excellent firm to work with. Dan is knowledgeable and always answers questions with the heart of a teacher. If you’re looking for personalized, high quality, and uncomplicated financial planning, give Lake Water a call!
Relationship to Financial Advisor: Client as of Jul 30, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 2, 2024
Relationship to Financial Advisor: Client as of Jul 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2024
This company really cares about its customers. Great service,great staff. Dan Bennett does an amazing job
Relationship to Financial Advisor: Client as of Apr 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 22, 2024
I’ve worked with Dan for years.
He is great at responding to emails, and is very accessible.
Would recommend!
Relationship to Financial Advisor: Client as of Jan 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 17, 2024
Lake Water Advisory/Dan Bennett is by far the most professional financial firm/advisor with which I have worked. Dan is the ultimate professional, is punctual, knowledgeable and trustworthy. Dan Bennett is also a great communicator and available when needed (it has definitely helped that he is available for a virtual meeting on short notice). He is a family man and has also shown that he has my family and my family’s interests and financial well-being at heart.
I would definitely recommend Lake Water Advisory for all of your financial advisor and wealth management needs.
Relationship to Financial Advisor: Client as of Jan 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 8, 2024
Financial planning was excellent and easy to understand. It was laid out past retirement age and very achievable. Our portfolio has been meeting our investment goals since day 1.
Relationship to Financial Advisor: Client as of Jan 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 7, 2024
I've had the pleasure of working with Dan and his team for many years. The utmost professionalism and competency and I can't recommend them enough!
Relationship to Financial Advisor: Client as of Jan 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 15, 2023
Mr. Bennet is extremely knowledgeable in his field. A true professional with your best interest at heart. He cares about his clients and will move mountains in order to insure your success. He has my highest recommendation!
Relationship to Financial Advisor: Client as of Dec 15, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 12, 2023
Working with Dan and his team Lake Water Advisory has been a great experience, I would highly recommend anyone in the market for advisory services to consider them whether they are in the immediate area, or like me, far away. The team is not only responsive but proactive in anticipating my needs, Ensuring we are developing efficient strategies from investment, taxability, and family planning perspectives. Highly recommend.
Relationship to Financial Advisor: Client as of Dec 12, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 11, 2023
Most enjoyable company I have ever worked with! No one I would rather trust my family’s future with. Very responsive and educational. In the past I have worked with companies who confused me with the technical terms used in this industry. The team at Lake Water explain things in ways that I understand so I am never left questioning our financial decisions! Highly recommend to anyone looking to secure their financial future!!
Relationship to Financial Advisor: Client as of Dec 11, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 5, 2023
Dan Bennett is exceptional! Not only is he someone who you can trust, but he's consistently educating himself to stay up-to-date with best practices. Dan's core values truly come out in his work, and if you're looking for financial assistance, he's your guy!
Relationship to Financial Advisor: Client as of Dec 5, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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