WHO WE SERVE

Our Clients

We believe the best client relationships are built on shared values, mutual trust, and a long-term commitment to your financial well-being.

A Good Fit May Include:

  • Retirees, business owners, professionals, and families who value thoughtful planning and long-term decision-making

  • People who want an ongoing advisory relationship rather than one-time transactions

  • People who value communication, perspective, and a team that takes time to understand the bigger picture

We May Not Be The Right Fit For:

  • People looking only for short-term market ideas

  • People seeking a purely transactional relationship

  • People who do not want an ongoing planning conversation

Ready to Learn More?

We'd love to start a conversation. Meet the team behind Benchmark, or reach out directly.

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(901) 682-7449

  • 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.

    —Donna T.

    This statement is a testimonial by a client of the financial professional as of 04/20/2023. 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.

  • 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.

    —Marcia R.

    This statement is a testimonial by a client of the financial professional as of 05/17/2023. 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.

  • 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.

    —Wayne P.

    This statement is a testimonial by a client of the financial professional as of 07/06/2023. 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.

  • 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.

    -Susan C.

    This statement is a testimonial by a client of the financial professional as of 09/14/2023. 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.

  • 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.

    -Betty Ann M.

    This statement is a testimonial by a client of the financial professional as of 11/17/2023. 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.

  • Nancy has been helping, educating and guiding me in all my financial matters for over 30 years. She and her team are amazing and really made a positive difference in my retirement.

    -Brian S.

    This statement is a testimonial by a client of the financial professional as of 08/20/2026. 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.