Dave Bensch, CFP®
Helping CPAs Achieve True Financial Success
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Fourth Dimension Financial Group
Dave Bensch, CFP®
Perrysburg, OH
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 Me
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™ Professional
- 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 our Firm
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
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.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Looking for a Financial Advisor who Serves Accountants and CPAs as Clients?
Get to Know Certified Financial Planners & Find a CFP
Looking for a Financial Advisor in Toledo, Ohio?
Looking for a Flat Fee Financial Advisor?
Looking for a Financial Advisor Specializing in Serving Baby Boomers?
Should You Hire a Retirement Financial Advisor?
