A complete list of active advisors currently associated with Benchmark Financial Wealth Advisors LLC

Warmer can help you find a great advisor at Benchmark Financial Wealth Advisors LLC or one who fits your needs even better.

Benchmark Financial Wealth Advisors LLC works with individuals and families (including high‑net‑worth clients), employer‑sponsored retirement plans, trusts and charitable entities to provide financial planning, ongoing wealth guidance, and discretionary or non‑discretionary asset management. The firm also offers retirement plan consulting, consolidated “wealth governance” services and insurance solutions through affiliated insurance activities and third‑party insurance platforms. BFWA typically implements client plans by allocating across independent managers, mutual funds, ETFs and alternatives, using third‑party platforms such as Fidelity’s FIWA and Orion’s OPS UMAs and SMAs, and by engaging fixed‑income specialists when appropriate. The firm manages held‑away assets and offers services that can include margin and options strategies (including notional value‑based option fees) and discloses that advisory fees may be calculated on gross account value when margin or borrowed funds are used. Distinctive features in BFWA’s brochure include the firm’s use of marketing materials that reference hypothetical performance, third‑party ratings and endorsements, and its explicit affiliated insurance activities (including licensed insurance agents and a DPL platform relationship). The firm also reports a sizable amount of assets under advisement held away from primary custodians (about $885 million versus roughly $766 million under management) and a formal wealth governance offering with a higher‑touch service structure.

To learn more about the advisors currently working at Benchmark Financial Wealth Advisors 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.