Broker Check

Benchmark Wealth Advisory


is defined as a standard or point of reference against which things can be compared or measured. Dating back to Biblical times, the term bench mark, or benchmark, refers to chiseled marks make on stone structures for future reference points.

We work closely with our clients to evaluate both the challenges and the opportunities that today’s economic and political environment brings, and to facilitate our clients to make the best possible choices regarding their wealth. It is with our experience and knowledge, combined with the processes we use and the national relationships we utilize that enables us to bring tremendous resources to focus and work with and to solve problems for our clients.

We chose Benchmark Wealth Advisory as our name to serve as the standard by which other financial planning firms should be measured. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call. We always enjoy meeting potential new clients.