Your Trusted Financial Partner in Memphis, TN

Pursue Your Dreams And Preserve Your Values.

We promise honest financial guidance and crystal-clear financial awareness.

Let's Chat
How We Can Help

Pursue Your Dreams.

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.

Our Services

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.

Preserve Your Values.

Over the last 20 years, we’ve helped hundreds of families navigate the unique financial aspects that come along with the loss of a job, a divorce, the death of a family member, an estate, and inheritance.
Our Services

Start Pursuing Your Dreams

1.

Let's Chat.

No strings attached. Just a time for us to listen and understand your unique concerns, values, and dreams.

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.

LET'S TALK
Learn More

AS A TRUSTED FINANCIAL PARTNER

Our Memphis area financial planning team is committed to:

  • Understanding your needs

  • Placing your best interest above everything else

  • Providing crystal-clear financial awareness

  • Honest advice and guidance

  • Developing a goal-focused plan

  • Responding quickly to your questions

Services We Provide

Financial Planning

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

Investments

We offer services for IRAs, Roth and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pension (SEP), Non-Retirement Accounts, and Municipal 457s.

Life

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

Foundations

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.

Financial Foundations

Monthly Personal Financial Workshops From Benchmark Wealth Management.

COVID-19 UPDATE: Due to these unfortunate circumstances, our Financial Foundations workshops are available virtually on our YouTube page.

Register Now
Learn more
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: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, 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

Facebook-f Linkedin-in Envelope Youtube

Copyright © 2021. Benchmark Wealth Management

Scroll to Top