Your Wealth, Your Life, One Game-Changing Plan

Simplify Your Financial Life So You Can Focus On What Matters Most

Discover the freedom of living with financial peace of mind.

Life’s financial journey isn’t a solo expedition – it’s a constantly evolving path filled with unexpected turns.

Beyond investing for the future, you don’t want to miss investing in the important moments right now. Yet, even the savviest among us can overlook valuable opportunities. At Benchmark, our job is to make sure you don’t miss out on the good stuff: more time, and better time, with those you love.

From investments that align with your life stage to strategic planning that leaves no stone unturned, we are committed to help you build out the life of your dreams.

Will my investments perform over the long haul?
Is my investment strategy resilient against an economic downturn?
How will changes in tax legislation impact what I leave behind?
How will I manage an unexpected windfall or inheritance?
How do I financially prepare for caring for aging parents?

Your Future, Our Priority: Explore Our Services

ASSET MANAGEMENT

Navigating Towards A Secure Horizon

In a market that can shift in the blink of an eye, our approach is tuned for the long haul, not just the quick wins. We are creating a portfolio designed specifically for you.

WEALTH PLANNING

A Blueprint For Your Financial Future

Imagine starting with a blank sheet of paper and filling it with your life’s goals. We listen, we understand, transforming your personal aspirations into a detailed financial plan that safeguards your legacy and nurtures your dreams.

LEGACY & CHARITABLE

Make Your Mark: Crafting A Legacy That Lasts

Everyone wants to leave footprints in the sand. Our advisors are committed to helping you create a meaningful legacy that not only makes an impact today but echoes through generations.

EMERGING WEALTH

Achieve More with Expert Guidance

We’re here to steer you through complexities and elevate your financial achievements. Ideal for those stepping up from self-managed efforts, our guidance is designed to unlock opportunities you may be leaving on the table.

Not Just Advisors, But Guides On Your Journey

We realize your financial aspirations aren’t one-size-fits-all. Whether you’re setting your initial financial foundations, enjoying an early ‘finish line,’ or planning for impactful future endeavors, our experienced team is here to help you reach the lifestyle you desire.

Your Financial World, Safeguarded: We're The Partner You Can Trust

Trust marks the beginning of our partnership. At Benchmark, we operate as fiduciaries with your best interests at heart. We do more than safeguard your finances – we empower them to thrive. Whether your focus is on building wealth or following a specific plan, we’re committed to making your financial aspirations a reality.

OUR APPROACH

We’re more than just financial advisors. We’re trusted partners, committed to protecting and growing your wealth. Serving a select client base, we get into the nitty-gritty of complicated financial landscapes to bring you peace of mind and a secure future.

OUR EXPERIENCE

Our track record isn’t just about the accolades on our wall – it’s about the smiles on our clients’ faces. We go the extra mile in building long-term relationships and delivering value, turning clients into members of the Benchmark family.

OUR PROCESS

Life is already complicated, but finances shouldn’t add to that stress. That’s why we’ve fine-tuned our approach over the years to make things simple. Our mission? To untangle the complex web of financial planning so you can focus on living your best life.

OUR TOOLS

Day or night, your financial information is at your fingertips. Through our top-notch tech platforms, you’ll have 24/7 access to all the data you need to keep tabs on your financial plan and how it’s performing.

Behind every success story is an intentional plan. This is how we get started.

DISCOVER

Imagine discovering what’s possible, a conversation about what matters most to your and your family. We dive into what you value most, setting the stage for everything that follows. This is where our partnership takes root.

DEVELOP

Then, we get to work and design a strategy that's uniquely yours. We cut through the clutter to lay out clear possibilities and tackle potential challenges head-on, routing a path that aligns with your life's ambitions, not just your finances.

IMPLEMENT

Once we identify the way forward, we walk you through it, step by step, together. With clarity at every turn, you'll understand the what, the why, and the next steps in your journey towards your life aspirations.

Your goals are the heartbeat of our approach

We believe in building an investment strategy that’s as distinct as your life story, ensuring your financial plan mirrors your personal ambitions and values.

"I envisioned a place where financial strategies aren't mass-produced but meticulously crafted, uniquely fitting each family like a glove."

David A. Eltringham

MANAGING DIRECTOR, SR. WEALTH ADVISOR

Decades of Success, Countless Satisfied Clients

Rest easy. Your financial future is our long-term commitment.

Your financial well-being is more than a commitment at Benchmark – it’s the core of our philosophy. By focusing on your unique values and objectives, we create strategies that are as individual as you are. With us, you’re not getting a temporary fix but a lasting partnership. At every step, rest assured that your life ahead is our priority, guiding our every decision and action.

The families and individuals we work with sleep better knowing their financial future is in experienced hands. Whether you’re an executive, an athlete, or just planning for your family’s next chapter, we want you to feel the same confidence. Let us handle the financial complexities so you can live your life on your terms.

Still have lingering questions? We’re here to answer them. Your future is too important to leave to chance, and we’re here to guide you every step of the way.

Get the guide to making the best financial choices.

Managing your wealth goes beyond mere growth – it also demands protection. A single misstep can derail your financial journey. This guide will equip you with the insights needed to avoid common pitfalls and make the best decisions.