The team at Benchmark Wealth Management, LLC enjoys deep and highly personalized relationships with our clients.

About


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.

Who We Serve


We advise business owners, professionals, entrepreneurs, executives and retirees. Their wealth is hard earned. Though each has created their own path to success, they all have common factors that unite them as a Benchmark Wealth Management, LLC client. In addition to the need for financial advice, all of our clients appreciate professional wealth management and planning. Each one is seeking a customized, disciplined strategy. Our clients desire a holistic approach to managing their assets and have realistic long-range goals, not short-term or risky expectations.

To ensure that we meet our clients’ goals and our practice’s objectives, we carefully screen each client to ensure that we are a good fit for their expectations and that each client is a complementary fit with our practice. Our services are best suited for those clients with investable assets of $1,000,000 or greater who are seeking financial planning and personalized wealth management.