2605 Nicholson Road
Benchmark Financial Advisors is a wealth management firm with a focus on providing independent, unbiased, and comprehensive advice.
Tim and Stephanie are Accredited Investment Fiduciaries (AIF). This means we are required to act with honesty, integrity and avoid conflicts of interest. We put your best interest before products, sales goals, or fees. We ensure timely and understandable disclosures of relevant information that is accurate, complete, and objective. We respect the confidentiality of your information and never disclose such information to others except when authorized.
At Benchmark, we don’t talk “at” you. Rather, our goal is to educate and guide you through proven investment strategies. Once we understand your risk tolerance, time horizon and goals, we’ll help you develop a program to balance investment strategies with principal preservation. The result is a clear focus and confidence in your retirement plan.
Financial planning needs are ongoing, especially when you reach retirement. We’re here to help you increase your investments, then sustain your retirement life. Our personable, detail-oriented and proactive approach helps you determine the most effective journey between growing your wealth and benefitting from it.
The BenchMark Process helps guide you to your financial goals through a fluid and flexible plan. First, we gain an understanding of your needs, wants, risk tolerance, and desires. We then introduce solutions including tax strategies, social security maximization, and income streams.
This method enables a proactive approach to optimal income and support for major life events.
We work to educate clients, offering a clear process that keeps them informed through life’s changing circumstances.
Clients deserve individualized service, and we’re committed to offering personalized care for each client and their family.
We’re committed to a consistent planning process and ongoing development of a versatile team, so clients can rely on lifelong support.
We don't take our responsibility lightly. This motivates us to go above and beyond to deliver generous and prompt service.
Cetera Advisor Networks is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms for us and other advisors across all 50 states. You can be confident in their tools, technology, and support--which helps us be more effective in our relationship with our clients.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisor Networks works with two custodians. Pershing LLC custodies brokerage accounts, including brokerage accounts within IRAs.
Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continually operating bank and one of the world's leading providers of securities services. Both Perishing and Cetera have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation, and protection of investors' assets.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals while showing the real dollar amounts of how much you are willing to risk for potential gain. Once complete, you will have a personalized Risk Number®. It's fast, free, and displays your number instantly.
BenchMark’s experience and services can help you grow and preserve wealth, guaranteeing the ideal cash flow and income to support your lifestyle, tailored to your needs and goals.
Our process provides a holistic viewpoint, taking into account your goals, timing, and risk appetite. The resulting strategy means optimal allocations, ongoing analysis, and updates, as needed.
BenchMark’s experts combine financial understanding and skills with the passion and desire to educate clients.