Charles Benway

 CFP®, CPA

Charlie Benway, the firm’s principal, is an Annapolis graduate and has an MBA in Finance from the NYU Stern School of Business.  He is a CPA and a Certified Financial Planner® certificant and has been helping clients with their financial affairs since 1988.  Charlie is a member of the American Institute of Certified Public Accountants, the NYS Society of CPAs and the Financial Planning Association.