A complete list of active advisors currently associated with Benchmark Financial, LLC
Warmer can help you find a great advisor at Benchmark Financial, LLC or one who fits your needs even better.
Benchmark Financial, LLC is a registered investment adviser that serves individuals (including high net‑worth clients), charitable organizations, and businesses. The firm provides personalized portfolio management, comprehensive financial planning, and investment consulting services. Benchmark’s investment approach emphasizes passive portfolio construction guided by Modern Portfolio Theory, primarily using index mutual funds, ETFs, U.S. government bonds and other fixed income instruments. Client plans are built around stated goals, risk tolerance and tax considerations, with ongoing monitoring and periodic reviews to assess progress and implement updates. The firm’s business model includes use of third‑party promoters and lead‑generation arrangements—disclosed relationships with platforms such as NerdWallet and Zoe Financial—which is an uncommon practice among peers. Benchmark also participates on the Zoe digital wealth platform (with Apex as clearing/custodial support) and integrates those platform tools for reporting and account administration.
To learn more about the advisors currently working at Benchmark Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, DE
| 12
| |
Wilmington, DE
| 2
| |
Wilmington, DE
| 19
|
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