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Smart + Independent + Objective Wealth Mangement Advice

Welcome to Benchmark Financial

  • I focus on working with retirees, pre-retirees, executives and business owners to help them implement smart financial strategies.

  • As a registered investment advisor, I am obligated to act with your best interests in mind. Banks, brokers and insurance companies are held to a lesser standard, and not required to act as your fiduciary.

  • I work with a select group of clients who value building long-term relationships based upon trust, and frequent communication. This is by design. I believe that fewer clients equals more personal attention. When you need me, I will be there.

  • The fees my clients pay are clear, fair and based are upon their unique individual needs. I do not push products or receive incentives. My advice is objective, and I seek to eliminate conflicts of interest whenever possible.

  • My philosophy is to put your interests first. Always. If you are looking for an experience different from the usual Wall Street model, please reach out to me. I would love to hear from you.

Click below to learn more about Josh Fennimore.