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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Essential Fundamental Analysis

The fact is that the financial markets rely heavily on fundamental analysis in order to set prices and make decisions to buy or sell.

More Newsletters →