Benchmark Wealth Management

Benchmark Wealth Management has been serving the greater Memphis area since 2000. We have clients in 25 states. What makes us different: We believe and practice "people before profit" every day. Our approach to helping you is…you. Your dreams and your values. We don’t believe in the “one-size-fits-all” approach. We think this is one of the scariest approaches to investments, life insurance, financial planning, and anything that concerns your money and your future. Whether you prefer a “hands on” or a “hands off” portfolio, we can help. Our Investment Philosophy: At Benchmark Wealth Management, we understand the importance of having a long-term financial plan, a plan that efficiently keeps you on track to meet your long-term personal investment goals, regardless of changing market environments. Today, Benchmark Wealth Management offers financial planning, wealth management, trust services*, and insurance solutions. Our team serves clients by encouraging financial awareness and delivering the message of change, hope, and peace with the desire to help you “live like no one else so later you can live like no one else.” *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We welcome your questions: Email: [email protected] Phone: (901) 682-7449