Your Trusted Financial Partner in Memphis, TN
Pursue Your Dreams And Preserve Your Values.
We promise honest financial guidance and clear financial awareness.
We started Benchmark Wealth Management to help people the right way.
At Benchmark Wealth Management, we believe in the value of listening first and building relationships with our clients. We’ve earned the trust of many by helping them feel heard and valued. SERIOUSLY!
Remove Your Fears And Discover Hope.
You don’t have to do this alone. We know the emotions that come along with the financial decisions you encounter when unexpected life changes happen.
That's why we've spent the last 20 years not only helping people navigate those decisions but also walking alongside them to provide hope.Start Pursuing Your Dreams
1.
Let's Chat.
2.
Discover Your Options.
Crystal-clear guidance and a simple plan of options that will help you pursue your goals and dreams.
3.
Follow Your Plan
Finally, have confidence knowing you’ve gained a trusted financial partner that has placed you before profit.
OUR RANGE OF Services
With all of our services, we take a people-first approach.
Everything we do is designed to help you pursue your dreams and preserve your values.
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.
We offer services for IRAs, Roth and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pensions (SEPs), and Municipal 457s.
We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.
Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.
Financial Foundations is our series of FREE – once a month – personal financial workshops. From conquering debt to saving for your future, these workshops will help you pursue your goals.