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.