Welcome to Benchmark Wealth Management.

Stability. Freedom. Growth™.

Affluence is complicated.

At Benchmark, we partner with prosperous individuals and families to simplify the complexity that wealth often brings. 

Our team whole-hardheartedly believes in providing financial guidance and solutions that put our clients in the best position to achieve their goals and dreams.

Who We Serve

I'm searching for Stability™. Freedom™. Growth™.

Executives and Successful Professionals

Concentrated company stock positions and stock options require a cohesive strategy for diversification and risk mitigation.

Professional Athletes and Entertainers

Many athletes earn the majority of their wealth early in their lives and require specialized planning for after their career.

Individuals and Families with Inherited Wealth

Sudden wealth can be a welcome surprise or an unexpected burden.

Business Owners and Entrepreneurs

Succession planning is crucial for the longevity of a business and to maximize value for the business owner.

How We Help




Wealth Planning


Risk Management


Tax Strategies


Estate Planning

Why Benchmark?

Quarterly Market Insight

Ready to start a conversation?

    Scroll to Top

    Call Us Today at (513) 506-0272!

    Address: 4755 Lake Forest Drive, Suite 220, Cincinnati, OH 45242