Simplify your financial life.
Our Benchmark Process is designed with you in mind, ensuring a streamlined approach to reaching your objectives for retirement.
Our Team
Timothy P. Miller, CIMA®, AIF®
Accredited Investment Fiduciary®, Financial Advisor
855-716-6571
timothy.miller@benchmarkfa.com
Tim began his career as a financial advisor in 1987 with Merrill Lynch. As both an advisor and a manager at Merrill Lynch and then Smith Barney. Tim has over 30 years’ experience with investment degree from the Wharton School and...
Stephanie Hunter, AIF®
Accredited Investment Fiduciary® , Financial Advisor
stephanie.hunter@benchmarkfa.com
Stephanie Hunter has been a partner at BenchMark Financial Advisors since 2012. Stephanie’s primary role is financial planning; in other words, she helps clients prioritize, set goals and plan for financial security. She has 20+...
Mindy Patterson
Administrative Assistant
mindy.patterson@benchmarkfa.com
Mindy Patterson leads efforts in effective client experience. Her focus is on personalized client service and communications in coordination with the Financial Advisors. She began her career with BenchMark Financial Advisors in January...
Conor McKenna
Business Insurance Specialist
Trevin Seskey
Financial Planning Associate
Our Approach
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.
Retirement Planning
BenchMark’s expertise and services help you grow and preserve wealth, guaranteeing the ideal cash flow and income to support your lifestyle. tailored to your needs and goals.
Contact Us
We are ready to work with you in crafting a holistic plan that helps support your goals and dreams. For more information, contact us for your no-obligation analysis.