Your Trusted Financial Partner in Memphis, TN

Investing in People First.

People Over Profit.

Our story
Benchmark financial advisors with senior client

The Benchmark Difference

Since day one, we've put people over profit. This has allowed us to help tens of thousands discover financial hope and feel more confident about money.

We believe in the value of listening first and building a relationship with you. At Benchmark, we aim for you to feel heard and valued.

Benchmark financial advisor presenting a client their net worth

The Benchmark Way

Every financial path to retirement is unique. As life and financial objectives change, Benchmark is here to guide you. You don’t have to do this alone. Our advice is highly personalized - keeping in mind your goals, risk tolerance, and current financial obligations.

For over 20 years, our team has helped clients navigate these changes by walking alongside them year after year. By leveraging teamwork, we can dedicate as much time as needed to pursue your goals, while respecting your privacy and availability.

Tailored Financial Guidance.

Our Services

Start Building Your Plan

1.

Let's Chat

Just a time for us to listen and understand you and your goals.

2.

Discover Your Options

A simple plan of options that will help you pursue your goals.

3.

Follow Your Plan

Your plan for retirement is unique. We are here to guide you.

LET'S TALK
My husband and I have been clients with Benchmark for approximately 10 years. As we searched for a financial planning group, our priority was knowledge, trust, and integrity. We found all of this and more at Benchmark. Our advisor is Elian and his paraplanner, Ellen of which both are top notch. Each time we meet with them we are impressed with their quality of service. They are always quick and thorough in their response. They continually provide the information necessary to make wise decisions for our family. We give them a “five star” and highly recommend them.
Dawn M.This statement is a testimonial by a client of the financial professional as of 01/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
My wife and I decided to work with Benchmark Wealth Management to handle all of our financial and retirement planning. It has been a long decision process for us and after contacting other wealth managers I have decided to go with Benchmark as it was clear to me that your group is the most welcoming and transparent. I have become overwhelmed with making our financial decisions and it will be a weight off my shoulders to let you assist in our decision making! I am confident that you will help us get all of our ducks in a row!
Joe L.This statement is a testimonial by a client of the financial professional as of 01/24/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
I have been a client of Benchmark since day one of its existence. I was a client then because of the consistent and thoughtful service I received, and I have remained a client because that has not changed. As Benchmark has grown, so has my respect for this outstanding organization. I always recommend Benchmark when I have the opportunity.
Betty M.This statement is a testimonial by a client of the financial professional as of 11/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
I had been in a marriage where my husband took care of all financial matters; he was exceptionally good at our retirement planning and handling our investments. When that marriage came to an abrupt end 12 years ago, I was left totally lost and didn’t have a clue what to do or how I was going to survive financially. Nancy Knous and her team at Benchmark have been with me all the way these past 12 years, and I am so very grateful not only for their moral support during that difficult time, but also for their guidance and selfless sharing of their knowledge and expertise.
Susan C.This statement is a testimonial by a client of the financial professional as of 09/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Our goal in partnering with Benchmark is being professionally advised with our retirement plans. We wanted to make sure we are properly balanced in our portfolios and making the right decisions as we enter the new phase of our lives in retirement. Benchmark has been excellent to work with in advising us with our financial future.
Wayne P.This statement is a testimonial by a client of the financial professional as of 07/06/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Benchmark Wealth Management has such professional and fun people. Your client service is excellent. You make an investor like me, who has a smaller portfolio, feel like a valued customer.
Marcia R.This statement is a testimonial by a client of the financial professional as of 05/17/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
"I have great confidence in the team at Benchmark. Without the personal guidance of Nancy, Shannon, Elian, and the team, I would hardly be able to enjoy my retirement years, assured of my choices in travel, gift-giving, and year-to-year living. They are my firm foundation."
Patty B.This statement is a testimonial by a client of the financial professional as of 1/25/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
The Benchmark team continues to go above and beyond for our family. They are much more than financial advisors and treat us as their own family. Anytime we have a question or are in the process of making a financial decision, they are there every step of the way, giving us guidance.
Joe S.This statement is a testimonial by a client of the financial professional as of 11/18/2022. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Nancy Knous became my financial advisor years before the creation of Benchmark Wealth Management. After she formed Benchmark, I became part of a family who collectively worked towards protecting my financial future. I am thankful to work with this incredible team of professionals who provide me with up-to-date information and recommendations that allow me to make sound choices in money management and for the planning of my financial objectives.
Rick R.This statement is a testimonial by a client of the financial professional as of 02/28/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Trust is a belief in someone that is often hard to earn and even more difficult to keep. The Benchmark Team earned my trust long ago. My trust in this group of people continues to grow. I know they work diligently on my behalf and there is no greater comfort than trust and loyalty.
Donna T.This statement is a testimonial by a client of the financial professional as of 04/20/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Previous
Next

OUR RANGE OF Services

With all of our services, we take a people-first approach.

We offer services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.​

We offer a diverse group of non-proprietary securities which we cater to your values and philosophy.

We understand that implementing a new plan means uprooting an old one. For that reason, we will also assist with paperwork and navigate the transition with you.

Learn More Today

We offer services for IRA’s, Roth and Simple IRA’s, 401K and 403B, Standard Pension Plans, Simplified Employee Pension (SEP), and Municipal 457’s​.​

We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.

Learn More Today

Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.

At any stage in your life, we’re here to help.​​

Learn More Today

Financial education is at the heart of Benchmark Wealth Management. Check out our upcoming events and classes in Memphis!

Our Pop-Up Classes are designed to provide quick, practical strategies you can apply in your pursuit of financial goals. We want to meet you where you are in your financial journey.

Learn More Today

Sign Up For Our Newsletter

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.

Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Planning

Financial Help

Important Links

About

Benchmark Wealth Management in Memphis Tennessee Logo
5855 Ridge Bend Road
Memphis, TN 38120
(901) 682-7449
Contact Us
Facebook-f Linkedin-in Envelope
Copyright © 2021. Benchmark Wealth Management
Scroll to Top