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About Us

Who We Are 

Behnken Financial Services is a local, family-owned firm that focuses on investment management, financial planning, and retirement. Family and tradition are important to us, which is why we’ve served second, third, and fourth generation investors. With over 100 years of combined experience, our firm provides clients the confidence to move forward financially with a comprehensive strategy in mind. As your life unfolds, we are here to help plan for the best and the worst. As a fiduciary, we’ve worked beside families to pursue their financial dreams and find solutions that simplify their lives since 1959. We currently have two offices located in Montgomery County, OH and one in Dublin, OH. 

What We Do 

For us, every client relationship begins with a conversation, helping you identify and prioritize what matters the most to you.  We work with you to develop a financial strategy designed to help you accomplish your financial objectives.   

Some of the areas we advise our clients on include:

  • Investment/portfolio management
  • Estate planning
  • Retirement planning 
  • Financial planning 

Whether you’re retired, planning to make the transition, or need help organizing your finances, we’re dedicated to learning about your values, goals, and vision for the future.  

How We Help

If you ask what’s important to us, we’ll answer what’s most important to you? What sets us apart from other advisory firms is that it’s not a numbers game for us. We care about who you are, where you come from, and most importantly, where you’re going. We offer personalized service to discover your values, prioritize your goals, and make sense of your financial decisions. 

It’s never too late to seek advice on your financial plan. Whether you need help preparing for retirement, transferring wealth to your children, or finding the right investment vehicle, we’ve got you covered long-term. Our relationships with our clients extend far beyond meeting their initial goals. We continue to nurture a connection with you because we genuinely care about your progress.  

We’re always looking to grow our family. If you or someone you know needs help transitioning into a brighter financial future, schedule a consultation with us today.