About BluHawk

At BluHawk Wealth Management, we pride ourselves on our dedication to striving to safeguard and grow your wealth. Our experienced team is committed to staying on target with the aim of providing personalized financial strategies that align with your unique goals.

Your BluHawk Team

Meet the experienced professionals guiding your financial journey.

Greg Bennett

Founder, Senior Wealth Planning Advisor

Austin Lytle

Wealth Advisor

Brittany Panko

Administrative Assistant

Sam Bennett

Client Technology Specialist

Greg and the Bluhawk Wealth Management team have earned our trust with honesty, discipline, communication, and execution.

We’ve had no regrets. Greg quickly built a relationship grounded in trust, clear communication, and a deep respect for our investment goals.

We can attest to the work ethic and speed of communications which Greg and his colleagues offer. They have responded immediately to each and every inquiry and request we have expressed. We cannot imagine a better management team.

Our family has a three-generation relationship with Greg and BluHawk Wealth Management. We have never once doubted that he had our best interest at heart. That is rare and precious.

Greg and Austin put together an amazing financial plan for me, tailored to my unique retirement and lifestyle goals. They were thorough and made sure I understood every detail.

I have had my investment savings and retirement funds with Bluhawk since 2007. Greg is not only an advisor but also my friend. He has always treated me like I was the most important person in the room.

Five-Star Wealth Management

BluHawk Wealth Management has been honored with a five-star wealth management rating for thirteen consecutive years.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 Five Star Wealth Managers.

BluHawk Core Values

Our Core Values make up the DNA of Team BluHawk. We strive towards excellence in helping our valued clients seek or maintain their own personal Wealth Vitality.

Kindness

At BluHawk Wealth Management, kindness is at the heart of our client relationships. We approach every interaction with empathy and understanding, striving to make our clients feel valued and supported throughout their financial journey.

Mutual Respect

We believe in building strong, lasting relationships based on mutual respect. By listening to our clients’ needs and valuing their perspectives, we create a collaborative environment where confidence and respect flourish.

Caring Spirit

Our team is driven by a genuine caring spirit. We are dedicated to going above and beyond to meet our clients’ needs, providing personalized attention and thoughtful advice to help them work toward their financial goals.

Servant’s Heart

With a servant’s heart, we prioritize our clients’ best interests. We are committed to serving with humility and dedication, putting our clients’ needs first and striving to make a positive impact in their lives.

Humility

Humility guides our approach to financial planning. We recognize that every client is unique, and we are open to learning and adapting to better serve their individual needs and aspirations.

Integrity

Integrity is the cornerstone of our practice. We uphold high ethical standards, aiming for transparency, honesty, and accountability in all our interactions and decisions.

Striving for “Win-Win” Outcomes

We are dedicated to working toward “win-win” outcomes for our clients. By fostering collaborative solutions and aligning our goals with those of our clients, our aim is that everyone benefits and succeeds together.

Why BluHawk?

The name BluHawk is a tribute to the alma maters of our founder, Greg Bennett. It symbolizes the values of excellence and integrity that we uphold in our wealth management services.

Our Mission

Our mission is to provide quality wealth management guidance with kind, compassionate, highly competent, and client-focused advice and services.

Our Perspective

As we grow older and have more and more life experience, we realize that this life, this gift, is truly brief and fleeting. At BluHawk Wealth Management our desire is to help you have the success you and your family desire for your financial life, for those about whom you care most, so that the legacy of your time reflects your character, desires, dreams, and wise resource management.

The BluHawk Story

Raised in the Midwest, BluHawk Wealth founder Greg Bennett earned his undergraduate degree as a “Hawkeye” at the University of Iowa. He later donned the “Duke Blue” and achieved an MBA at Duke University in the mid-nineties. Combining his practical work ethic and formal education/training with nearly three decades of experience in financial management, Greg formed BluHawk Wealth Management, LLC in June of 2013.

Our mission is to offer excellence in financial wisdom and individually crafted solutions with a comprehensive and efficient value-add methodology.

Our Guiding Principles

Here for you, every step of the way.

Independent, Not Alone

LPL Financial is an independent broker/dealer, and therefore does not offer proprietary investment, insurance or banking products. This enables partners such as BluHawk Wealth Management, LLC to offer the client professional advice and service.

Sophistication

We strive to keep things simple, yet offer value-add touches for our clients by providing both streamlined and personal service — such as paperless reporting, esignature software/integrated financial, investment tax planning, and risk management tools and analysis.

Client-Oriented

Our approach is centered around you, the client. We listen attentively to your dreams and aspirations, helping you articulate your goals and charting a path to turn them into reality.

Dual Success

Our success is measured by your success. When you entrust us with your financial affairs, you can rest assured knowing that we are fully dedicated to your best interests.