Benchmark Wealth

At Benchmark Wealth Management, LLC, we know that our greatest investment is our relationship with you.

Many of our clients consider us their family’s “Chief Financial Officer”, or their “go-to” person.

When an issue arises, they know they can turn to us to provide solutions – they not only rely on us for financial guidance, but also turn to us to introduce them to the right people for other needs that may arise.

Our approach seeks to be holistic, and extends far beyond planning and investment advice.

Why we feel we are different

We strive to distinguish ourselves with our experience, ethics, genuine caring and compassion for our clients. When we are asked how we are different, we cite our passion for our clients, our commitment to helping them achieve their dreams and our integrity.

We Exist to Help Our Clients

When you do well, we do well. We manage assets on a quarterly, fee-based compensation schedule. With this approach, we feel that we are a true partner – working diligently to preserve and build your assets by providing independent and objective advice.

We are Committed to You

Mission – Our goal is to deliver unsurpassed wealth management to our clients. We seek to accomplish this by bringing together our talents gained through our education and experience, combined with our commitment to proactive and responsive service. We care about what is important to you, and strive to adhere to the highest principles, ethics and values. Our best practices are a starting point for what we do for you, not a final destination.

Values – We constantly strive to demonstrate to our clients that we care about them and their unique situations. We are proud of our personal approach and work hard to make each client feel important. We seek to accomplish this by delivering what is expected, as it is expected and when it is expected.

Dedicated

Our team at Benchmark Wealth Management, LLC enjoys deep and highly personalized relationships with our clients. We work to develop a comprehensive understanding of you, your business or organization, as well as your family’s goals and the unique nuances of your financial situation. We maintain a family office environment by working only with those individuals or businesses referred to us by existing clients and that fit our client profile.

Services


Our personalized approach to financial management takes into account both your individual objectives and your entire financial situation, which we feel allows us to deliver independent, objective and tax-efficient wealth management strategies.

Planning

Investment planning is the ongoing process of meeting your life goals through the proper management of your finances.

Management

Incorporates financial planning, investment management, estate and insurance planning, retail banking, and referrals to legal resources, and tax professionals.

Estate

While not attorneys, we identify items which need to be addressed in order ensure that your wishes are known and detailed.

Retirement

You have worked hard your whole life to earn significant assets. Have those assets work for you to provide a paycheck to you each month.