Paul Bennett, Ph.D., MSF, CFP®

We help you navigate the many choices you may face on your financial journey.

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DecisionMap Wealth Management Paul Bennett, Ph.D., MSF, CFP®
Great Falls, VA

Serving Clients Nationwide

We help you navigate the many choices you may face on your financial journey.

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Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Paul Bennett, Ph.D., MSF, CFP®

A native Washingtonian, Paul Bennett has over three decades of wealth management experience. Prior to co-founding DecisionMap Wealth Management with Mark Weber, he worked as a vice president for Goldman Sachs and was a managing director for United Capital Financial Advisors. He was also the founder of Bennett Financial Corporation and Private Wealth Advisers as well as co-founder of c5 Wealth Management.

Paul specializes in providing wealth management advice to executives, entrepreneurs, professionals and retirees. Paul’s unique approach involves demystifying complicated financial jargon and simplifying concepts, a skill refined through years of helping clients make confident decisions. His doctoral work, which delved deep into investor behavior and utilized methods to enhance the investing experience, provides a unique perspective in the industry.

Paul is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®) and Behavioral Financial Advisor (BFA). He holds a postdoctoral Master of Science in applied analytics from Columbia University and a Ph.D. in economics from SMC University. Paul also holds a Master of Science in finance from Indiana University Kelley School of Business and a Bachelor of Arts from the University of Florida.

Paul is a published author of books and articles on investments, personal finance and economics. His most recent book is entitled, "The Money Navigator: The Essential Guide to Living Your Ideal Financial Life." He also has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP® certification examination.

Paul was previously a member of the board of directors of the Rotary Foundation of Great Falls, Virginia, and served on the board of trustees for Capital Hospice as well as the finance and planning giving advisory committees.

In his free time, Paul enjoys playing pickleball, traveling and spending time with his family, reading nonfiction and playing an occasional round of golf.

Professional Designations

  • Behavioral Financial Advisor (BFA)
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Consultant (ChFC)

Affiliations

  • CFP Board

Primary Location

746 Walker Road, Suite 16, Great Falls, VA 22066

Additional Locations

📍 3350 Riverwood Parkway, Suite 1900, Atlanta, GA 30339

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed

What to expect in the first meeting

When you’re ready to start planning for your financial future, we’re ready to talk! We can start with a handshake or a video call. Click the 'Book Intro Call' button and complete the brief form to request a meeting. We look forward to speaking with you.

Offers Investment Management

Yes

About DecisionMap Wealth Management

At DecisionMap Wealth Management, we know that most decisions have an impact on your financial health, and having a trusted partner to help you navigate those decisions can provide a great degree of confidence. By understanding your unique situation, we provide you with key insights to clarify the various opportunities available with the objective of guiding you toward the life you have always imagined.

Every Decision Matters

We work with clients to give their wealth a clear direction on the wide-open map of retirement. As fiduciaries, we offer comprehensive advice and guidance to align important financial decisions with desired lifestyles. It’s the power of choosing your own path and following your passions.

Our DecisionMap process enables you to express your values, beliefs and goals, while working to understand the trade-offs associated with your financial priorities.

Are You a Participatory Delegator?

If you're a successful professional, time is your most valuable asset. You choose to delegate to others in order to focus your time on your most important tasks. You keep a pulse on things and participate as needed, but you put the trust and faith in your team to execute.

Managing your wealth should be no different. At DecisionMap Wealth Management, we add the most value to those who prefer to delegate their wealth management needs, but have a strong desire to participate in the process. Together, we make informed decisions about your wealth, based on your goals and the life you want to live.

For over 25 years, we've worked closely with successful professionals to map out, execute, and navigate their financial visions, while they actively participate in the DecisionMap process.

From executives, entrepreneurs and business owners, to professors and public-sector employees, to medical and legal professionals, our expertise is in saving you time, understanding your unique needs, and being your partner every step of the way.

Education

Paul holds a postdoctoral Master of Science in applied analytics from Columbia University and a Ph.D. in economics from SMC University. Paul also holds a Master of Science in finance from Indiana University Kelley School of Business and a Bachelor of Arts from the University of Florida.

Hobbies and Interests

  • Family
  • Golf
  • Pickleball
  • Reading
  • Traveling

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Gen X
  • Government Employees
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Physicians

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