Wealth Management. Done Differently.
Welcome to Benchmark Financial
I work with a smaller select group of clients, so I can build long, lasting relationships. I believe in proactive and open communication, and I will be there when you need me.
As a Registered Investment Advisor (RIA), I'm obligated by law to act in your best interest. Banks, brokers and insurance agents are held to a lesser standard. As your fiduciary, I try to eliminate conflicts of interest whenever possible.
My firm is independent and a refreshing change from the typical Wall Street experience. I do not push products and I am not compensated by incentives. The advice I provide is totally objective.
If this sounds like a good fit, please reach out to me. I’d love to hear from you.