A complete list of active advisors currently associated with Benchmark Wealth Management

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

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.

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