Josh Bennett, CFP®, EA

Taxes, Real Estate, Businesses, Employer Stock, International

Josh Bennett, CFP®, EA
Managing Partner

Hi! I’m Josh Bennett, CFP®, an unashamed personal finance nerd.

When I graduated from Indiana University, I became fascinated with everything finance. With consistent learning and researching, I became a Certified Financial Planning™ Professional to ensure that I could guide the financial health of others.

I started Vincere Wealth as a fee-only practice dedicated to helping families and businesses keep and grow their wealth.

At Vincere Wealth, we help you to live your best life and create a work optional lifestyle. We understand that your personal finances can get complicated. And if life leaves you too busy, finances can get pushed to the side, which makes you feel frustrated and overwhelmed.

We want to help you simplify your finances and make it as easy as possible for you to conquer your goals. We craft a detailed and actionable financial plan that compliments your family and career. We provide a thoughtful investment strategy that aligns with your plan. And we believe everyone should feel confident in their financial future regardless of the size of their investment account.

When not working with families, I enjoy hiking with my wife, Daniella, and our dog, Manny. I also enjoy reading a good book, watching a movie, smoking any type of meat, training for triathlons, or doing some sort of photography.

Favorite Quote:
The function of man is to live not to exist.
I shall not waste my days trying to prolong them.
I shall use my time. - Jack London's Credo

Ryan Koopmans, DVM, MS

Student Loan Planning, Debt Management, Veterinary Business/Entrepreneur Strategies
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Steinar Jewett

Cash Flow Management, Student Loan Planning, Retirement Planning
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Jen Swindler, CFP®, AFC®

Retirement Planning, Stock Options Planning, Student Loans Analysis
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Tom McCutcheon, MBA

International Man of Mystery, Knitting
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Travis Buck, AAMS© AWMA©

Stock Options, Crypto, Tax Planning
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Isaiah Douglass, CFP®, MBA

Bitcoin, Investments, Veterinary Medicine, Dentistry
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Renee Marinez

Budgeting, Debt Management, Empowering Women, Financial Education
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Josh Bennett, CFP®, EA

Taxes, Real Estate, Businesses, Employer Stock, International
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Tim Uihlein, CFP®, MBA

Insurance, Estate Planning, Cash Flow Optimization
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Your Money. Your Life.

Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.

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