Benchmark Wealth Management was founded by three advisors with decades of experience in the financial services industry. Over the years, we have seen the industry shift its focus from the needs of clients to the profitability of the firm. This shift has largely changed the role of today’s financial Advisor from consultant to salesperson. Through prudent and disciplined processes and a consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of seasoned Financial Advisors in multiple offices throughout Southern California, Arizona, and Nevada with centuries in collective industry experience.
We value relationships over transactions.
Since 2004, Benchmark Wealth Management has focused on providing comprehensive wealth management services to individuals, families, businesses, and foundations. Our team is committed to serving our clients as unique partners, requiring individual strategies and well-thought-out plans to guide them towards their desired outcomes. Above all else, we value the relationships and trust that we seek to build together.
Our independence allows us to place our focus where it belongs – on our clients.
Through our affiliation with LPL Financial, the nation’s #1 independent broker / dealer*Our advisors have true independence that seeks to provide objective advice to guide our clients. We do not have any sales quotas or pressure to use proprietary products or services.
Mission
Our process, the Benchmark Guidance Protocol, was deliberately designed to be personal, comprehensive and pragmatic in guiding our clients towards fulfillment and meaningful aspirations – to go well beyond goals and objectives.
Vision
While keeping clients’ needs before our own we strive to create an enjoyable experience through an efficient and repeatable process focused on generating consistent and superior service and performance through a referral only business model.
Service Commitment
Service is the single biggest variable in the financial services industry today. It also happens to be the cornerstone of our firm’s success. We have a deliberately thorough, personalized, and systematized client communication system in place that truly distinguishes Benchmark Wealth Management from its peers. From regularly scheduled “Strategy Update Meetings” to the various client appreciation events, personal touches, and educational workshops we hold each year, we strive to make sure each experience with our firm is both enjoyable and beneficial.
*As reported by Financial Planning Magazine, June 1996 – 2018, based on total revenue.
