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2605 Nicholson Rd, Suite 3200
Sewickley, PA 15143

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BenchMark Financial Advisors

(724) 719-3277

 
Ready for Retirement? Bridging the Gap to Retirement

Fiduciary Financial, Investment & Wealth Management services

Financial and Retirement Planning

Throughout Pennsylvania


Welcome, we are a team of  financial professionals with families just like yours  We have young children, grandchildren and college students, parents and grandparents.  We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number.  We understand that you have goals and that finances are only part of the equation to reaching those goals.  We use a Fiduciary process to help you work towards your goals.  

We work with you to get you there by preparing BenchMarks to guide us over time.  We are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business.  Our Annual planning process is designed to help you work towards your goals.  Our Fiduciary process follows our AIF® designation process. 

With our Accredited Investment Fiduciary® designation we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first.  Our Straighforward fee schedule is focused on working with you to reach your goals.

Our Services Include:

  • Fiduciary Advice and planning
  • Retirement Planning
  • Financial Planning
  • 401k Investment Advice
  • Investment Consulting
  • Education Planning



We look forward to working with you through all stages of your life, please call (855) 282-2023.


Helpful Content

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Women and Retirement

Women and Retirement

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What the New Tax Bill Means for You

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Investing with Your Heart

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate how much of your Social Security benefit may be considered taxable.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

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There are a few things to consider when buying or leasing your next vehicle.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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