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

Home Affordability

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

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

More Calculators →

Newsletters

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

More Newsletters →