Dave Bensch, CFP®
Helping CPAs Achieve True Financial Success
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Serving Clients Nationwide
Helping CPAs Achieve True Financial Success
Areas of Focus
- Financial Life Planning
- Investment Management
- Money Psychology
- Retirement Planning
- Social Security
- Taxes
About Dave Bensch, CFP®
Dave has held many roles for Fourth Dimension Financial Group over the years. However, his primary task is to work closely with the advisory team and our wonderful clients to build and implement comprehensive financial plans. Additionally, he coordinates with staff, clients, and third-party vendors to ensure the office runs efficiently and stays compliant.Dave is a CFP® professional and an Enrolled Agent, a unique combination that helps him provide confidence and clarity about financial and tax opportunities for his CPA clients.
After graduating from Oak Harbor High School, Dave attended Baldwin-Wallace University, where he earned a degree in Mathematics. While attending Baldwin-Wallace, Dave and his lifelong friend Andrew Hemminger traveled to campuses across the country and interviewed some of the most successful coaches in college basketball – Dean Smith, Mike Krzyzewski, and John Wooden, to name a few. Their compilation of these journeys evolved into a co-authored book, Destination Basketball.
Dave met his now wife, Mackenzie, at her high school graduation party (a fun and long story), and after 12 years of marriage, they welcomed all three of their children into the world in 2019 (an even longer story with more fun!).
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Primary Location
27121 Oakmead Dr, Suite B Perrysburg, OH 43551
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' above to schedule a free introductory call. We'll get to know you, your pain points around retirement, and if there are ways we can help you save time, plan right, and retire the way you've always wanted. I look forward to speaking with you.Offers Investment Management
Yes
About Fourth Dimension Financial Group
We've been led to believe that CPAs know almost everything about money and personal finances, so it can be overwhelming for them to find a financial advisor outside of their professional network to discuss their financial life. At Fourth Dimension Financial Group, we provide a safe, discreet, and unbiased place for CPAs to receive the guidance they need so they can feel the relief of having someone in their corner to help them achieve true financial success.We are an independent Registered Investment Advisor based in Perrysburg, OH, working with Certified Public Accountants throughout Northwest Ohio, Southeast Michigan, and the United States. We understand that the greater public believes accountants should automatically have a grasp of their own financial situation. But, just like anyone, it can be hard for CPAs to figure out the best solutions to achieve their goals, especially as their finances become complicated.
Education
Baldwin Wallace University, Bachelor of Science - BS, Mathematics
Hobbies and Interests
- Family
- Music
- Reading
- Sports
- Tennis
- Theater
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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