A complete list of active advisors currently associated with The Benchmark Group RIA Services, LLC

Warmer can help you find a great advisor at The Benchmark Group RIA Services, LLC or one who fits your needs even better.

The Benchmark Group RIA Services, LLC provides comprehensive financial planning to high‑net‑worth individuals and owners of closely held, family‑owned businesses, and it offers consulting for pension and other employee benefit plans, including plan‑sponsor advisory and referrals for 401(k) arrangements. The firm’s planning work covers personal, business, tax, retirement, disability, and estate planning and is documented in a written “Working Session” report that follows an in‑depth data review. TBGRS conducts planning through interviews, questionnaires, and coordination with clients’ legal and accounting advisers, and it can supervise implementation and ongoing administration for a negotiated monthly fee. The firm does not manage client investment portfolios, does not accept discretionary authority or custody, and refers plan sponsors to unaffiliated registered investment advisers while receiving a negotiated portion of those advisers’ advisory fees. What distinguishes TBGRS from many solo independent advisers is its focus on corporate and pension clients and its role as a pension consultant and referrer rather than a portfolio manager for individuals. The brochure also discloses that a firm principal is a licensed life insurance agent and that an affiliate provides M&A advisory and administrative support—relationships that can lead to commissionable insurance recommendations and referral arrangements which the firm discloses and coordinates with clients’ other professional advisors.

To learn more about the advisors currently working at The Benchmark Group RIA Services, 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.