At Benchmark Wealth Advisors we passionately believe in developing successful, long-term personal relationships with our clients. By taking the time to gain a deep understanding of the unique requirements of each individual, and by providing advice on a one-to-one basis, we are able to formulate bespoke wealth strategies and solutions for both your current and future needs. Benchmark provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. Benchmark expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research and the firm’s portfolio construction and downside hedging process are second to none. We utilize empirically driven financial planning best practices into a singular strategy to best address client needs and goals. Benchmark is a fee-only CA Registered Investment Advisor (RIA).
As a company we were formed on the basis of one fundamental value, service. Our high standards of client care backed by award winning office technology and dedicated support staff ensures you will receive an ongoing personal service that will allow you to adapt to meet your ever changing financial circumstances and take advantage of opportunities as they arise. Our commitment to meeting your financial goals is a long term one; we tailor our services and solutions according to your needs and aim to ensure the arrangements we put in place are flexible and can adapt to your changing goals and priorities. In an increasingly complex financial arena we provide clients with comprehensive, clear advice and guidance on a full range of solutions.