A complete list of active advisors currently associated with Capital Benchmark Partners, LLC

Warmer can help you find a great advisor at Capital Benchmark Partners, LLC or one who fits your needs even better.

Capital Benchmark Partners, LLC is a state-registered, single-advisor investment advisory firm that serves individual and high-net-worth clients as well as employer-sponsored pension and profit-sharing plans. The firm provides discretionary portfolio management, comprehensive financial planning, and employee benefit plan advisory services, including investment selection, monitoring, and participant education. The firm’s investment process centers on strategic asset allocation and fundamental analysis, using institutional mutual funds, ETFs, fixed income and alternative investments to build diversified portfolios; financial planning is integrated into its asset-management relationships, and standalone planning engagements are also offered (with an engagement deposit and hourly work billed separately). Portfolios are monitored and rebalanced as needed rather than on a strict calendar schedule, and CBP executes trades through major custodians while participating in institutional advisor programs. Notable features of the firm include its explicit provision of employee plan services and participant education alongside individual wealth management, and its formal offering of seminars and speaking engagements (which the brochure notes may be paid or provided pro bono). The brochure also discloses the firm’s use of testimonials in advertising and notes that the principal holds the CFP® designation and a state insurance license while not being licensed to sell insurance in California.

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