Serving Main Street - Not Wall Street - With Independent Unbiased Advice

Welcome to a unique community – one in which client satisfaction and customer service delivers results and fulfillment, a community where a personal relationship and trust is the central theme and foundation, one in which our Financial Advisors act as your personal CFO guiding and directing you every step of the way through the investment process, a community where your dreams are transformed into realities - welcome to Benchmark Wealth Management. Benchmark Wealth Management was founded to provide unbiased, non-proprietary, sound investment advice focused entirely on you and your investment objectives.

In addition to the fun and educational client events we hold - ranging from spa days to wine tasting - we offer the following services:

Strategic Asset Management (SAM) - Providing you with fee-based asset management through LPL Financial, the largest independent brokerage firm in the United States* and a Registered Investment Advisor. Access to over 3,500 mutual funds,stocks, bonds, and alternative investments. This asset management platform allows us to:

>Manage your portfolio and make investment changes as your objectives or the current economic climate changes.

>Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.

>Provide you with simplified performance reporting, making it easy for you to monitor your account.

>Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.

Tax-advantaged investing - To reduce your tax liability and let more of your money work for you

Investment portfolio analysis - To keep you informed of how your investments are performing, and to make adjustments as needed

Regular portfolio reviews - To review your current holdings and help you make any necessary changes or adjustments

Estate Planning - For preservation of wealth from generation to generation

Feeling Abandoned By Your Broker?

A Case for Optimism (Presentation)

*As reported by Financial Planning magazine, 1996-2008, based on total revenue.

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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