Benchmark Wealth Management was founded by 3 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 prudent and disciplined processes and the consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of 12 Financial Advisors in 5 offices through Southern California with more than 250 years in collective experience in the industry.
Through our affiliation with LPL Financial, the nation’s #1 independent broker / dealer*, our advisors have the true independence to give objective advice to guide our clients towards their desired outcomes. 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!
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 is the single biggest variable in the financial services industry today. It also happens to be the cornerstone of this firm’s success. We have a very 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 several client appreciation events 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.