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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.
Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.
Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
Have you explored all your options when it comes to managing your taxable income?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.