Benchmark Wealth Management

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The LPL Financial professionals associated with this site may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, IL, MA, MI, MN, NV, NY, TX, WA.

Benchmark Wealth Management was founded by a group of advisors with decades of experience in the financial services industry. Over the years we saw the industry shift its focus from the needs of clients to the profitability of the firm. This shift has largely changed today’s role of the Financial Advisor from consultant to salesperson.

Through Benchmark’s affiliation with LPL Financial, the nation’s #1 independent broker / dealer, our advisors have the true independence to give unbiased advice to help our clients reach their financial goals. We do not have any sales quotas or pressure to use proprietary products or services as do the majority of our peers.

Our independence allows us to properly put our focus where it belongs - on our clients.

We value the relationship over the transaction!

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