Family-Focused, Lifelong Wealth Management & Financial Planning
BenchMark Wealth Management is a team of five independent financial advisors who formed our firm with a single mission in mind: to provide lifelong financial guidance through relationships with families and business owners that span multiple generations. While our specialties and experiences are diverse, we all share a passion for helping others through financial planning.
We understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident about your financial future. As an independent firm comprised of a team of advisors with over 75 years of combined experience, we seek to address this concern by serving as a trusted resource on which you can rely for objective advice and unbiased recommendations. Upholding the highest level of ethics, we keep your best interest at the forefront of all decisions.
We aim to achieve this by utilizing a personalized, relationship-based process designed to clarify and prioritize your family’s goals and develop a customized strategy that will grow with you over the years. Offering comprehensive wealth management and financial planning, our services range from retirement and estate planning to investing and risk management. We tailor our process and services to each client’s unique circumstances and needs to provide a truly personalized experience.
Combing the services, resources, and reputation of a national firm with the individualized approach and family-oriented values of a community practice, we stand out from the standard wealth management firms. Based in Canonsburg, Pennsylvania, the majority of our clients reside in the greater Pittsburgh area, but we also serve families and businesses across the country.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Get ready to enjoy America’s national park system with this helpful article.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
An amusing and whimsical look at behavioral finance best practices for investors.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?