Upcoming Events

No Strings. No Cost. 

If you’ve known us for long, you know education is at the heart of Benchmark.

To ask a question about our upcoming event, you can also email us here: 

Asset Allocation vs. Asset Location

Pop-Up Class

Date: Tuesday, October 17, 2023

Time: 6:00-7:30pm   

Location: 1661 International Dr. Suite 150
Memphis, TN 38120

It’s possible you have reached a level of complexity in your life where the details of financial planning matter more than ever. Join Elian Levatino, CFP® and Financial Advisor, as we discuss where your funds are, how they’re invested, and if you’re leaving tax advantages on the table.

Pop-Up Classes - Benchmark Wealth Management

To submit a request for a Pop-Up Class topic email us here: 

Pop-Up Class

You’ll find information about our in-person events designed to provide quick, practical strategies you can apply in your pursuit of financial goals here. We want to meet you where you are in your financial journey.

We had an awesome Pop-Up class on: Women & Wealth: 60s, 70s, and Beyond! Fill out the form below to receive what we covered in that class.


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

We offers 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 offers 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 one-time, in-person events 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

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
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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.
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