Miami Valley Portfolio Management Inc
SEC RegisteredCONFIDENCE | EXPERIENCE | TRADITION
About the firm
Behnken Financial has been helping generations of families since 1959. The firm operates as a fee-only financial advisory practice acting as a fiduciary, offering portfolio management and financial planning services across multiple Ohio offices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, wealth transfer, investment vehicle selection, portfolio management (over 20 investment portfolios ranging from conservative to aggressive risk), and fee-only fiduciary financial advising.
Who they serve
Generations of families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 641 | $114M |
| High Net Worth Individuals | 91 | $79M |
| Charitable Organizations | 4 | $6.4M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Miami Valley Portfolio Management Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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