YOUR FINANCIAL PARTNER IN MEMPHIS, TN

We Help Good People

Do Great Things

Your next chapter starts here. We help you steward your wealth and opportunities with wisdom and purpose.

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SEE OUR APPROACH

If you value thoughtful collaboration
and long-term financial clarity…

OUR PROMISE

You need a complete, coordinated financial strategy. At Benchmark Wealth Management, every decision is made with your whole financial life in mind.

Move Forward with Confidence,
Clarity, and Purpose

WHAT WE DO

Every financial strategy begins with a deep understanding of your goals, challenges, and aspirations. We offer a complete approach to your financial life.

  • Comprehensive strategies designed to align with your goals, simplify decisions, and help you transition into retirement with confidence. We take the time to understand your full financial picture before recommending a path forward.

    • Retirement income planning

    • Tax coordination with your CPA

    • Estate and legacy planning

    • Charitable giving strategies

    • Social Security optimization

  • Help drive your financial growth and ensure your portfolio supports your lifestyle with active management and tax-efficient strategies adapted to your goals. We take a long-term view — never chasing trends, always staying invested.

    • Diversified asset class portfolios

    • Quality mutual funds & ETFs

    • Weekly investment team meetings

    • Tax-efficient portfolio management

    • LPL Financial platform access

  • Major life transitions are more than financial milestones — they're shifts in how you live, prioritize, and plan. With thoughtful preparation, you can pursue what matters most, care for loved ones, and make a lasting impact.

    • Business owner transitions

    • Inheritance and wealth transfer

    • Divorce financial planning

    • Career change guidance

    • Collaborative advisor network

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Our Values

Ready to Steward Your Wealth
with Confidence?

The best plans start with a conversation. We'd love to learn about your goals and share how Benchmark can help you move forward.

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CALL (901) 682-7449

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Stay informed with timely insights and team updates — delivered straight to your inbox in our quarterly Benchmark Brief.

GET IN TOUCH

Contact Us

We'd love to hear from you. Reach out by phone, email, or fill out the form and we'll be in touch shortly.

benchmarkinfo@benchmarkwealth.com

(901) 682-7449

5855 Ridge Bend Road
Memphis, TN 38120

Mon–Thu: 8:30am – 5:00pm
Fri: 8:30am – 3:00pm

  • 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 01/25/2023. 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.

  • Your credentials are wonderful. But I already knew it was you I wanted on my accounts, because I have been so grateful for all you have done for me already. The 'heart of a teacher and a calming perspective'… I agree fully.

    —Marianne M.

    This statement is a testimonial by a client of the financial professional as of 11/17/2022. 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.

  • 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 wealth Management 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.