Welcome to a unique community – one in which client satisfaction and customer service delivers results and fulfillment, a community where a personal relationship and trust is the central theme and foundation, one in which our Financial Advisors act as your personal CFO guiding and directing you every step of the way through the investment process, a community where your dreams are transformed into realities - welcome to Benchmark Wealth Management. Benchmark Wealth Management was founded to provide unbiased, non-proprietary, sound investment advice focused entirely on you and your investment objectives. In addition to the quarterly client events we hold – ranging from women spa days to our annual client dinner at the Orange County Mining Company – we offer the following services:

Strategic Asset Management (SAM) - Providing you with fee-based asset management through LPL Financial, the largest independent brokerage firm in the United States* and a Registered Investment Advisor. Access to over 3,500 mutual funds, as well as individual stocks and bonds. This asset management platform allows us to:

>Manage your portfolio and make investment changes as your objectives or the current economic climate changes.

>Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.

>Provide you with simplified performance reporting, making it easy for you to monitor your account.

>Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.

Tax-advantage investing - To reduce your tax liability and let more of your money work for you

Investment portfolio analysis - To keep you informed of how your investments are performing, and to make adjustments as needed

Regular portfolio reviews - To review your current holdings and help you make any necessary changes or adjustments

Estate Planning - For preservation of wealth from generation to generation

Feeling Abandoned By Your Broker?

A Case for Optimism (Presentation)

*As reported by Financial Planning magazine, 1996-2008, based on total revenue.