Call Us Today at (513) 506-0272!

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

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Investment
Management

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Wealth Planning

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Risk Management

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Tax Strategies

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Estate Planning

More about our services

Why Benchmark?

Our Approach

We’re a boutique advisory firm serving a select group of clients, typically with complex financial situations, through our commitment to careful and efficient growth while preserving principal.

Our Experience

Sure, we’ve earned designations and recognition. More importantly, we’ve devoted our professional lives to acquiring the knowledge, learning the technology, attracting the right clients, and building lasting relationships.

Our Process

Over the years, we’ve refined a clear, structured process, rooted in research, and designed to deliver appropriate risk-adjusted returns matching each client’s financial—and lifestyle—objectives.

Our Tools

Though most prefer to leave the details to us, Benchmark clients have 24/7/365 access to comprehensive account and performance data. We leverage best-in-class third-party platforms to ensure a clear, secure, and reliable experience.

Quarterly Market Insight

Q2 2019 Market Outlook

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Q3 2019 Market Outlook

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Q4 2019 Market Outlook

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Q3 2019 Market Outlook

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    Call Us Today at (513) 506-0272!

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