A complete list of active advisors currently associated with Benchmark Financial

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

Benchmark Financial is an independent, single‑advisor investment advisory firm that serves individuals, trusts, estates, and businesses with discretionary and non‑discretionary portfolio management as well as standalone financial planning and consulting. It begins client relationships with a complimentary consultation to gather suitability information and establishes written agreements that specify services and authorization for portfolio management. The firm typically tailors portfolios using mutual funds, ETFs, individual stocks and bonds and manages accounts on a discretionary basis under a limited power of attorney, with ongoing reviews and client communication. Benchmark integrates third‑party platforms (Envestnet/Yodlee and RightCapital) for consolidated reporting and planning and routinely recommends custody and trade execution through an institutional Charles Schwab program. Noteworthy differences from many peers include serving corporate/business clients and offering monitoring or advisory services related to employer retirement accounts, including rollover recommendations. Operationally, the firm reports limited custody via standing letters of authorization — $52,556,677 across 42 clients — and does not vote client proxies, features that distinguish its service and custody arrangement from many other independent, solo‑advisor practices.

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