Awards and Recognition
2024
LPL Achieve Rising Star for 2024
2023
InvestmentNews: Best Places to Work for Financial Advisors 2023
2022
Inc. 5000 Fastest Growing Private Companies 2022
InvestmentNews: Best Places to Work for Financial Advisors 2022
2021
LPL Achieve Rising Star for 2021
Birthright Heart and Soul Award
Testimonials
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!
I have been a Benchmark Wealth Management client since its inception. This team has skillfully and thoughtfully guided me from my career days into retirement. They are the best!
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.
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.
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.
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.
With age comes the fear/uncertainty of retirement and having the assurance that all be well in our golden years. Before reaching that point in our lives, my wife and I started to focus on the dreaded thoughts - retirement and financial security. Having no clue on what to do, we searched out to trusted friends for help. Knowing full well that this journey cannot afford to have very many mistakes or wrong turns, we were very blessed to be recommended to the Benchmark Advisor team. That was 15+ years ago and our decision continues to yield a perfect relationship. Nancy, Elian, Daryl, Katrina, and all the team have made these years so easy and given us the confidence to continue with them into retirement. We knew from our first meeting that we were welcomed into the Benchmark Wealth Management family. Everyone was so open, welcoming, and friendly. Best of all was the professionalism and focus on what they do best – helping others prepare and succeed in life/retirement. They are always available for open/honest discussions and supplying helpful advice on all topics. Benchmark is truly a family and we are very happy to be members of that family.
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.
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.
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.
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.
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.
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.
| These statements are testimonials by clients of our financial professionals and services. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial. |
*Best Places to Work winners are determined exclusively on the basis of their employees' responses to the confidential survey. Employee responses from the 30 standard survey questions, along with the number of employees that respond to the survey, are calculated to determine the company's overall score and ranking. A registration fee was required for the program.
