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 FutureSystemTM 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
