Benson Wealth Management

Benson Wealth Management Customized planning to help people and businesses secure a sound financial future.

For physicians, your ability to earn an income is one of your most valuable financial assets.Years of education, trainin...
09/02/2026

For physicians, your ability to earn an income is one of your most valuable financial assets.
Years of education, training, and specialization can lead to a significant income, but that income also supports your lifestyle, savings, retirement goals, and family. That makes protecting it an important part of a comprehensive financial plan.

Income protection strategies can help provide financial support if an illness or injury prevents you from working. For physicians, it’s especially important to understand how coverage works, including the definition of disability, benefit periods, exclusions, and whether coverage protects your specific occupation.

At Benson Wealth Management, we help physicians look beyond their investments and consider the strategies that can help protect the wealth they’re working so hard to build.

Your income funds your financial plan. Make sure your plan accounts for protecting it.

We’re excited to support Ankeny High School football this season! The team recently stopped by the Benson Wealth Managem...
09/01/2026

We’re excited to support Ankeny High School football this season! The team recently stopped by the Benson Wealth Management office to celebrate the season. We’re grateful for the opportunity to sponsor these student-athletes and look forward to cheering them on throughout the season. Go Hawks!

A great night at the ballpark! The Benson Wealth Management team enjoyed an evening at an Iowa Cubs game with some of ou...
08/31/2026

A great night at the ballpark!

The Benson Wealth Management team enjoyed an evening at an Iowa Cubs game with some of our friends of the firm. It was a fun opportunity to step away from the office, enjoy some baseball, and spend time together with people who have become an important part of our community.

We’re grateful for the relationships that extend beyond the work we do and always enjoy the opportunity to connect, relax, and make a few memories together.

When a business transitions from private ownership to liquid capital, the way your wealth is structured can change signi...
08/26/2026

When a business transitions from private ownership to liquid capital, the way your wealth is structured can change significantly.

What was once concentrated in one business may become a broader portfolio that requires thoughtful decisions around diversification, investment strategy, and long-term financial goals.

Preparing ahead of time allows you to approach these decisions with intention rather than reacting after the transition occurs. A well-designed plan can help ensure your wealth continues to support your goals beyond your business.

At Benson Wealth Management, we help business owners prepare for major financial transitions and build strategies designed around the future they envision.

08/20/2026

We are excited to announce the 2nd Annual Boots & Bolo Ties Benefit Concert on Thursday, October 8th!

Last year we were able to raise over $45,000 with the proceeds benefiting Alex's Lemonade Stand Foundation, Blank Children's Hospital and Ronald McDonald House Charities of Central Iowa.

We would love to have you join us for an inspiring evening while bringing awareness to the fight against childhood cancer.

If you are interested in purchasing a table or becoming a sponsor, please contact Ann Brady at [email protected]

Many people spend years focused on preparing financially for retirement, but one of the biggest transitions often goes b...
08/20/2026

Many people spend years focused on preparing financially for retirement, but one of the biggest transitions often goes beyond the numbers.

Reaching financial independence changes the conversation from “Do I have enough?” to “What do I want my next chapter to look like?” Retirement is not just about leaving work behind, it’s about creating the freedom to spend your time pursuing what matters most.

At Benson Wealth Management, we believe the best financial plans are built around the life you want to live. A thoughtful strategy can help provide the flexibility to make decisions based on your goals, values, and vision for the future.

If you’re thinking about what financial independence could mean for your next chapter, our team is here to help you explore the possibilities.

We’re proud to spotlight a community organization we support: No Foot Too Small.Founded with the mission to celebrate an...
08/18/2026

We’re proud to spotlight a community organization we support: No Foot Too Small.

Founded with the mission to celebrate angels, unite families, and build Birthing & Bereavement Suites, No Foot Too Small provides support and resources for families experiencing pregnancy and infant loss. Through community programs, support groups, remembrance events, and hospital partnerships, they help ensure families do not have to walk this journey alone.

We’re grateful for organizations like No Foot Too Small that bring compassion, connection, and hope to families during some of life’s most difficult moments. We appreciate the opportunity to support their meaningful work and the impact they continue to make in our communities.

Happy Birthday to Katie Fenceroy, Director of Insurance Operations and Services!We’re grateful for Katie’s dedication, e...
08/15/2026

Happy Birthday to Katie Fenceroy, Director of Insurance Operations and Services!

We’re grateful for Katie’s dedication, expertise, and the important role she plays in supporting our team and serving our clients. Her hard work and commitment make a meaningful impact at Benson Wealth Management every day.

Wishing you a wonderful birthday and a year ahead filled with happiness and success. Happy Birthday, Katie!

Happy National Financial Awareness Day!Building a strong financial future starts with understanding where you are today ...
08/14/2026

Happy National Financial Awareness Day!

Building a strong financial future starts with understanding where you are today and having a plan for where you want to go. From saving and investing to retirement planning and protecting what matters most, small decisions made over time can have a meaningful impact.

Today is a great reminder to take a closer look at your financial goals and make sure your strategy continues to support the future you’re working toward.

The Benson Wealth Management team is here to help you navigate every stage of your financial journey.

Happy 2-Year Work Anniversary to Derek, Partner and President!Over the past two years, Derek has played an important rol...
08/12/2026

Happy 2-Year Work Anniversary to Derek, Partner and President!

Over the past two years, Derek has played an important role in the continued growth and success of Benson Wealth Management. His leadership, vision, and commitment to serving our clients have helped strengthen our team and the experience we provide to the families and businesses we serve.

We’re grateful for all Derek contributes each day and look forward to the future ahead. Congratulations on this milestone, Derek!

Address

1810 SW Plaza Shops Lane
Ankeny, IA
50023

Telephone

+15152463090

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