Tommy possesses unique skills gained from 40 years of financial services experience.  For the last 20 years, he has exclusively worked with a few ultra-wealthy families utilizing the FutureSystem^TM planning platform, which he helped develop, and established national relationships for portfolio and wealth management services. In 2017 Tommy formed Benchmark Wealth Advisory to serve his personal financial and investment management clients, to establish a transition into serving their extended families’ needs and expand operations. 

A graduate of Louisiana State University and longtime resident of Baton Rouge, Tommy obtained two post-graduate insurance and financial planning designations. His professional licenses include General Securities Series 1, Uniform Investment Adviser Series 65, and is Life & Health licensed in Louisiana.

Tommy and his family are members of St. Aloysius Catholic Church and supporters of various high school and LSU alumni organizations.  His family and friends can often be found at Tiger sporting events or down at their camp in Fourchon on the Louisiana coast.

Estate and financial planning require a committed effort by family members.  Done correctly, and when the pieces of your personal financial puzzle all interact as you intend, it does produce a comfort that is often hard to articulate. Unfortunately, as research indicates many wealthy families have substantial deficiencies and communication gaps, most of which can be easily rectified with some coordinated effort.  

Is our nation’s prolonged social, political, and economic uncertainty the new reality to which you must adjust? Using our proprietary planning process and customized solutions there has never been a better time to coordinate your family’s financial life. I always welcome the opportunity to meet potential new clients.   

-Tommy Bernard

Jonathan R. Prestridge, CFP® is an Investment Advisor and Certified Financial Planner® practitioner. As a fiduciary, Jonathan will always act in the utmost good faith, in a manner he reasonably believes to be in his client’s best interest. He began his career serving clients’ financial and tax planning needs, and more than 20 years later he continues to achieve solutions on behalf of his clients through his understanding of the tax code and implementing financial strategies to improve outcomes in favor of his clients.

In 2013, Jonathan earned the Certified Financial Planner™ designation which is recognized as the standard of excellence for competent and ethical personal financial planning. He is a graduate of Louisiana State University and earned his Bachelor of Science degree in Finance. His professional licenses include General Securities Series 7, and Uniform Investment Advisor Series 66. He is securities licensed in LA, TX, FL, TN, and MS; Life & Health insurance licensed in several states.

Jonathan and his family reside in Denham Springs. He enjoys spending time with his family, and he likes to fish, play basketball, throw frisbee and chase after his dogs, Andy, Leo and Archie.

As a Certified Financial Planner®, Jonathan works with his clients to achieve their financial goals.  He can help you evaluate one-time decisions such as whether to invest through a Roth or Traditional IRA or how to best use your 401(k), etc.  He is also able to generate retirement income from your investments and help you determine the best way for you to achieve your goals. He is committed to working with you along the way as life changes to monitor and adjust your strategies when appropriate.

It has been said that if you don’t have a plan for yourself, you’ll be part of someone else’s. I look forward to helping you realize the financial future you want for yourself and your family. Together we’ll make a positive impact on your financial future by helping you understand and implement strategies that will work for you. I look forward to meeting you soon.  

– Jonathan R. Prestridge, CFP®

Adam is an Investment Advisor and Junior Partner at Benchmark Wealth Advisory. His professional licenses include General Securities Series 7, Uniform Investment Adviser Series 66, and is Life & Health licensed in Louisiana. He works closely with Tommy and Jonathan to help clients reach their financial goals and continues to learn from their expertise everyday.  

A native of Mandeville, Louisiana, Adam attended Louisiana State University where he graduated Summa Cum Laude with a Bachelor of Science in Biology.  Initially interested in the medical field, Adam turned down his offer to attend medical school shortly before joining the Benchmark Wealth Advisory team in the Fall of 2020. 

Adam now resides in Baton Rouge and attends Antioch Community Church. When he is not working on projects with the Benchmark team, Adam enjoys physical activities, including Brazilian Jiu-Jitsu and CrossFit, being outdoors, watching sports, and drinking a cold beer with friends.