WHO WE ARE
A Partner You Can Count On
With the unique challenges and opportunities that wealth brings, it is more important than ever to have wise counsel in your corner. As passionate implementers, we expertly execute strategies to enhance your financial independence while taking the heavy lifting of financial decisions off of your shoulders.
the foundation of what we believe
Our Vision
Our team can change the lives of our clients for the better, one day at a time, while innovating the traditional wealth management experience. Holistic advice and a comprehensive wealth management experience should be easier to find when you select an advisor. Our unique and integrated approach to our clients sets us apart from the rest.
Our Mission
We strive to delight our clients in every interaction, be leaders in our community and provide our clients with the freedom to invest their time and treasure where it matters most. When a new client joins the "Benchmark family", we want to be the trusted advisor they call first with questions on important life and financial decisions.
Our Values
Integrity, character and service are rooted in all of our interactions and how we run our business on a daily basis. As a trusted advisor, our clients count on us to understand, listen, and develop a plan that meets their personal and financial needs.
