Benchmark Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Benchmark Wealth Management is a four-advisor team that provides discretionary and non‑discretionary investment management alongside financial, estate, and retirement planning for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and businesses. As of December 31, 2025, the firm managed roughly $178 million in discretionary assets and maintains a relatively small client base.
The firm constructs customized model portfolios that combine long‑term strategic allocations with third‑party and quantitative strategies—including a valuation‑dividend equity approach—and provides ongoing monitoring and tax‑aware execution such as year‑end tax‑loss harvesting and periodic rebalancing. Its Investment Policy Committee meets weekly to consider tactical overlays and option‑based techniques, including covered calls, put purchases, in‑the‑money call swaps, and equity collars, to manage short‑term market risk.
Benchmark also offers ERISA non‑fiduciary retirement‑plan services that emphasize participant education, plan benchmarking, and periodic fiduciary review, which are less commonly offered by similarly sized teams. The firm discloses that certain representatives are licensed insurance agents who may receive commission compensation for insurance product sales, a potential conflict of interest for clients to consider.
Client services
Expertise
Fee options
Financial planning fees ranging from $500 to $50,000, either as annual retainer or fixed price.
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Commission-based compensation for sale of insurance products by certain representatives.
Annual financial planning retainer fees generally range from $500 to $50,000, payable upon execution or quarterly.
Account minimum: $500,000
Main office
308 E 8th Street, Suite 300
Cincinnati OH 45202
Advisors at this office
3
Most active in
Florida · Ohio
Also doing business as
Benchmark Wealth · Benchmark Wealth Management · Eltringham Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan H
Series 63, Series 65, Series 66
Cincinnati, OH
Benchmark Wealth Management
Ryan Hoskins is a financial advisor at Benchmark Wealth Management with 18 years of industry experience. Before joining Benchmark in 2025, he worked at Fifth Third Bank for 17 years and was self-employed for two years. Outside of his advisory role, he is involved as an owner of a restaurant group in Carmel, Indiana. Benchmark Wealth Management is a four-advisor firm that provides discretionary and non-discretionary investment management along with financial, estate, and retirement planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs customized model portfolios blending strategic allocations with quantitative strategies and applies tax-aware execution to manage client assets.
David E
Series 66
Cincinnati, OH
Benchmark Wealth Management
David Eltringham is a financial advisor at Benchmark Wealth Management with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Fifth Third Securities, Wealthquest Corporation, and Benchmark Investment Advisors. He serves on the Board of Trustees for Stepping Stones and is involved in nonprofit and community activities including mission trip coordination and instructing at local organizations. Benchmark Wealth Management is a four-advisor team serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm offers customized model portfolios that integrate strategic allocations with quantitative strategies and focuses on tax-aware execution, while also providing ERISA non-fiduciary retirement-plan services that include participant education and fiduciary review.
Matthew E
Series 66
Cincinnati, OH
Benchmark Wealth Management
Matthew Eltringham is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Benchmark Wealth Management and previously worked at Benchmark Investment Advisors, Wealthquest Corporation, and Fifth Third Securities. He serves as an officer for The Evan McPherson Foundation, a nonprofit organization, providing consultation on operations, events, and financial matters. Benchmark Wealth Management is a four-advisor team managing approximately $178 million in discretionary assets. The firm offers customized investment management and comprehensive financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, incorporating quantitative strategies and tax-aware execution in their portfolios.
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