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It's Your Move...

It's Your Move...

Customized solutions and relationships that span generations.

Meet the Team

Individuals & Families

We simplify the complexities of investing, insurance, wills, trusts, estate and legacy planning.

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Business Related

Unique benefits for owners and key executives of for-profit & not-for-profit companies.

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Ultra High & Family Office

Customized solutions for the very specific problems that come with success and wealth.

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Understanding Today’s Financial Environment

Welcome, we’re Benchmark Wealth Advisory, an independent financial planning firm in Baton Rouge, Louisiana. We understand that individuals face unique financial challenges as they prepare for different stages in their lives. Whether your goal is preparing for retirement, college savings, or estate and legacy planning, our personalized service focuses on providing solutions for your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help take the take the mystery out of planning as you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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