Christian Benard Transitions to Cetera, Elevating Tax-Focused Financial Advisory Services

Cetera Welcomes Christian Benard

Cetera has recently welcomed experienced financial advisor Christian R. Benard to its team, enhancing its community of tax-focused advisors. Benard, who operates out of Troy, Michigan, has been a key figure in the financial advisory space with approximately $365 million in assets under administration (AUA) through his firm, Innovative Financial Inc. Benard expresses his belief that aligning himself with Cetera and its Avantax community will bolster both his advisory capabilities and the client experience.

Benard's practice focuses on a holistic approach to wealth management and tax planning. The past year saw his firm complete nearly 2,000 tax returns, reflecting an active commitment to addressing clients' specific needs. His rationale for joining Cetera hinges on a shared vision—helping clients navigate tax complexities to improve their financial situations. “Our goal is to be a one-stop-shop for clients by going more in-depth,” Benard asserts.

The move comes on the heels of the acquisition of Commonwealth Financial Network by LPL, leading Benard to seek a new broker-dealer that could match the service quality and support he was accustomed to while allowing him to retain his firm's operational model. “It's bittersweet leaving Commonwealth, but this transition represents a new opportunity for growth and client-centric services,