Morgan Stanley
45yrs
Top advisor by experience in Greensburg
9yrs
Michael Benefield
Financial advisor at Trustmont Advisory Group
Based in Greensburg, Pennsylvania, Michael Benefield is a fiduciary financial advisor with 9 years of industry experience. Michael joined Trustmont Advisory Group in 2019, after two years at Voya Financial Advisors. Trustmont Advisory Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 132 advisors with offices in Greensburg, and one of 117 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeScenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$322,838
Advisors at the firm65
States licensed ?1 state
Services through Trustmont Advisory Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowTrustmont Advisory Group, Inc.Current firm
- 2017 – 2019Voya Financial Advisors, Inc.Previously
Contact Michael
(724) 468-5665Trustmont Advisory Group main office Scenic Drive Professional Center 200 Brush Run Road, Suite AGreensburg, PA 15601Office · Get directions Facebook pageTrustmont Advisory Group
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Trustmont Advisory Group at (724) 468-5665 and ask for Michael Benefield. Michael works from the Greensburg, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Trustmont Advisory Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Pennsylvania
Trustmont Advisory Group
44yrs
Merle Koon
Financial advisor
Scenic Drive Professional Center 200 Brush Run Road, Suite A
Greensburg, PA 15601
Greensburg, PA 15601
Top advisor by experience at Trustmont Advisory Group
Trustmont Advisory Group
44yrs
John Sonntag
Financial advisor
Scenic Drive Professional Center 200 Brush Run Road, Suite A
Greensburg, PA 15601
Greensburg, PA 15601
Top 1% by experience in Pennsylvania
Morgan Stanley
44yrs
Top 1% by experience in Pennsylvania
Trustmont Advisory Group
44yrs
Top 1% by experience nationwide