We are a team of financial professionals with families just like yours. We have young children, grandchildren, college students, parents and grandparents. We understand that a financial plan should be about helping you and your family pursue the family's goals, not just some number. You have goals and your investments are only part of the equation to reaching those goals. We are here to help you reach your goals. Being independently advisers at Benchmark has allowed us to focus exclusively on our clients without the conflicts of working for a large bank. It is for our client’s interest that we left the bank and started an independent financial services firm. We work for your best interest as Fiduciaries.
Tim Miller and Stephanie Hunter met in 2011 at Wells Fargo Advisors when they found their investment styles and work ethics were a compliment to each other. By working together as partners, they could serve their clients better. Tim has finished putting his children through college and has started to plan and saving for his own retirement. Stephanie, with her three young children, still has a long career ahead of her and provides long term continuity to clients. Together, they bring in-depth investment and planning experience married with family values and experience that help them fully understand your needs.
Tim began his career as an investment advisor representative in 1987 at Merrill Lynch. Tim is dedicated to helping clients create an individualized path to pursue their financial goals. Along the way, he has mentored colleagues and clients alike…always striving to do the right thing. Tim earned the Certified Investment Management Analyst ® designation from the Wharton School to improve his investment skills. “I've been rewarded to see our clients enjoy their life, educate their children, reduce financial stress and enjoy their retirement thanks to our planning approach.”
Stephanie began her career in 1996 at PNC Brokerage after graduating from the University of Pittsburgh. Since her first day, Stephanie had a passion for her career and worked hard for her clients and was quickly elevated to Vice President. “A person’s financial situation and their personal life go hand-in-hand. I love working with people on a personal level. I know when their children are getting married, when they buy a new house and when a loved one dies. I have a passion for helping my clients plan for a better future.”
All team members work diligently to earn the Accredited Investment Fiduciary® designation. This requires them to adhere to the fiduciary principles of the client's interest must come first. Our Straightforward fees are a reflection of this fiduciary approach.