Wealth Management. Simplified.
Welcome to Benchmark Financial
With over 2 decades of experience serving individuals, I have learned that while each client may have very specific needs, they all want a great experience from their advisor. I built my firm on three basic ideas, and they guide how I work with every client:
I want you to be successful. To help you meet your financial goals, I offer comprehensive wealth planning services.
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.
I believe that you hire an advisor to simplify your financial life, not to complicate it. Say goodbye to investment jargon and complicated concepts. Say hello to clear, informative communication. I will worry about your planning and portfolio, so you can sleep at night.
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.