Broker Check

Meet Benton Penn

At Harvest Wealth Advisors, I have the client—and only the client—in mind.

My reasons for becoming a financial professional is deeply personal. I saw some of his friends and family struggling to find the help they needed to map out their financial future. After 10+ years in the business, I've developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

At our firm, we have the client—and only the client—in mind.

Over the years, I've helped clients with a wide variety of needs as they maneuver through a complex financial-services world. 

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

R. Benton Penn, FSCP, LUTCF

Financial Planner

434-266-9566

434-316-2198 (voice only)

benton.penn@myharvestwealth.com

Originally from Mississippi, I come from a family with a deep-rooted history in financial services. My career began in 1990 with a focus on employee benefits before evolving into a broader practice centered on holistic financial planning and wealth management. Throughout my journey, I have held various management roles in both internal and external corporate environments before transitioning into a client-facing position, where I can help impact the financial well-being of individuals and families.

In my current role, I work closely with clients and prospective clients, guiding them through key areas such as worksite financial education, retirement distribution planning, tax planning, investment strategies, and financial protection planning. I hold multiple industry licenses, including the FINRA Series 7, 63, and 66, allowing me to provide comprehensive financial solutions tailored to each client’s needs.

I earned my degree in Political Science from Mississippi State University, with minors in History and Marketing. Outside of my professional life, I have a passion for competitive BBQ competitions and college football. Most importantly, I cherish time spent with my family—my wife and two children: a 15-year-old son and a 12-year-old daughter with special needs.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I have years of experience in financial services and can help you address your needs of today and for many years to come. I look forward to working with you.