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“Come to Benchmark if you are looking for an experience that is completely different from the usual Wall Street routine. We combine small firm personal attention with big firm capabilities to provide you with an extraordinary client experience.”

 

Joshua FennimorePrincipal

 

Josh likes to think outside of the box. After graduating from the University of Pennsylvania in 1995, Josh began his career in the personal financial and investment planning profession by opening a branch office for national brokerage firm Edward D. Jones & Co.

A few years later, driven by a passion for working closely with clients to help solve their most complex planning issues, Josh formed  his own independent firm, Fennimore Financial in 1998. Benchmark Financial, a registered investment adviser, was originally founded  in 2004 as Fennimore Financial Planning. 

His goal was simple. Build a firm utilizing his broad investment and planning expertise, while providing truly personal service. A firm that maximizes transparency, and minimizes conflicts of interest by offering pure advice- with no strings attached. To this day, Josh still works personally with each and every one of his clients. He wouldn't have it any other way.  

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