Live your legacy now
Thoughtful, discreet, and multi-generational by design, Benda & Co. Private Wealth delivers advisory work that feels less like management and more like partnership.
We work with significance seekers who have done many of the right things but sense there is more ahead.
Their lives look accomplished on paper, yet stepping into the next chapter with confidence feels uncertain.
They are not starting from scratch. They are refining direction. They want to know not only what is possible, but what is meaningful.
If that sounds familiar, we meet you at this pivotal moment. We help you clarify what matters most, understand opportunities, and take action that aligns with your values.
Success is not the finish line
We activate legacies
Many of our clients have built wealth, but have not fully connected it to purpose. We help you uncover why your money matters and guide you into living that why now. Not someday.
Legacy is not only about what is left behind. It is about how life is lived today.
At Benda and Co., activating legacies means using what has been built to create impact, fulfillment, and significance in the present, while still protecting and preparing for the future.
Our difference is putting the financial puzzle together so you can recognize what is possible and realize what matters. Many people see fragments of opportunity, but struggle to connect them into a clear picture. We bring clarity by integrating financial strategy with personal priorities and long-term vision.
Recognizing what is possible expands perspective. Realizing what matters brings focus. Together, they create alignment. The result is a financial life that feels intentional, empowering, and aligned with significance.
How we serve you
How it works
Most advisors start with numbers. We start with what matters. Then we show you what is possible. That is our difference.
Realize
What Matters
Click to learn moreWe start by helping you reflect on what truly matters and align your resources accordingly.
Goals. Family. Community. Values. This is the foundation.
Click to flip backRecognize
What's Possible
Click to learn moreWith clarity on what matters, we put the puzzle together to reveal what is actually possible.
The trip. The generosity. The life that can be lived.
Click to flip backReward
What's Next
Click to learn moreLive significantly without sacrificing the future.
Impact with family, community, and legacy. This is the reward of doing the work.
Click to flip backWe dare to be different,
so we can make a difference
In a world of complexity, simplicity creates clarity, confidence, and momentum. We take complicated financial pictures and make them make sense. No jargon. No overwhelm. Just clear options and confident decisions.
Simplicity
Our clients get direct access to advisors who actually know their story. Not a 1-800 number. Not a queue. We do not rush decisions or prescribe a one-size-fits-all path. We walk alongside you for the conversations that matter most.
Partnership
The result of partnering with us is the ability to live significantly without sacrificing the future. Clients experience a sense of freedom that comes from knowing their resources are aligned with both present fulfillment and long-term security.
Impact
We get genuinely excited to tell you when the math works. Go on the trip. Be more generous. Upgrade your life. But we are equally direct when it does not work. We are your advisor, not your yes-man.
Truth
There is a box of Kleenex in our conference room for a reason. We go deep into the conversations that matter. The family. The fears. The hopes. Then we back it all up with exactness, with numbers, with a plan. Storytelling meets spreadsheets.
Depth
At Benda & Co. Private Wealth,
we’re your partners in significance.
Chris Benda
Founder, CIMA®, CPWA®
Before there were portfolios, there were french fries.
Chris’s first career started at 16 behind a McDonald's counter. By 20, he was living with his dad in a $19-a-night motel room in some tiny town at the top of the Texas Panhandle, helping his parents take the biggest risk of their lives—building a restaurant empire from scratch. Fast forward ten years: 8 restaurants, 400 employees, and his parents' dreams realized.
Then it was time to build his own.
Two decades in wealth management later, Chris holds the Certified Investment Management Analyst® certification administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. He also holds the Certified Private Wealth Advisor® designation taught in conjunction with the University of Chicago Booth School of Business, and he’s a Texas Tech grad. But the real education came from the School of Hard Knocks—the struggles of a small business owner, the weight of decisions that keep you up at night, the satisfaction of watching hard work turn into something meaningful.
As Ray Kroc said: "When you're green, you're growing. When you're ripe, you rot." Chris took that to heart.
Jodi Breheny
Partner
Jodi Breheny has spent nearly three decades inside the mechanics of wealth management—learning the business from the ground up and becoming the person others rely on when precision, follow-through, and integrity matter most. Her career began in client service and compliance, evolved through mutual fund and wealth management operations leadership, and now includes her role as an associate advisor.
At Benda & Co., Jodi is the glue. She’s the steady hand that connects people, processes, and priorities—often behind the scenes, always with intention. She brings clarity to complexity, consistency to change, and calm to moments that require exactness. When something needs to be done right (and done once) she’s the one teams trust to handle it.
Her strength comes from persistence, reliability, and an unwavering respect for doing things the right way. She values honesty, believes consistency builds confidence, and understands that lasting results are created through steady effort, not shortcuts.
Outside the office, Jodi has been a mom for 26 years and recently stepped into her favorite new role as a grandmother. The same qualities guide her work and life: show up, keep your word, and take pride in building something that lasts.
Grounded, dependable, and quietly indispensable, Jodi is the anchor that keeps everything moving forward.