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DecisionMap Wealth Management

Great Falls, Virginia
Website:
https://decisionmap.com/
Great Falls, Virginia
Website:
https://decisionmap.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$350,000,000
Fee model
Fee Only Strict
Number of employees
5
Custodians

Fidelity

Schwab

Description

DecisionMap Wealth Management was founded in 2023 by Paul Bennett and Mark Weber, who have worked together in the wealth management industry since 2006. Built on decades of experience, the firm is dedicated to helping successful professionals give their wealth clear direction—especially as they plan for retirement. As fiduciaries, DecisionMap offers comprehensive, values-based advice tailored to each client’s lifestyle and goals. Their proprietary DecisionMap process empowers clients to express what matters most while understanding the trade-offs behind key financial decisions. Designed for those who prefer to delegate the day-to-day details but stay actively engaged in the process, the firm specializes in saving clients time, simplifying complexity, and acting as a trusted partner at every stage of the journey.

Locations

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Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Planning
Banking
Executive Compensation Planning
Hedge Fund Manager / Private Placement
Corporate Trustee Services

Recent News

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Acquisitions

Number of Acqusitions

Success

General Overview of Client Experience

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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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00:53
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AUM Growth

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Technology

Overview

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Match confidence
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video Overview
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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Data Room

Investment Management
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Match confidence
N/a
video Overview
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00:53
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DecisionMap Wealth Management's Ideal Partner

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Company Videos

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Fee Only Strict
Fidelity
Schwab
Majority Acquisition
Minority Acquisition
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Planning
Banking
Executive Compensation Planning
Hedge Fund Manager / Private Placement
Corporate Trustee Services