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.
Should I Buy or Lease an Auto?
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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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In the face of divorce, making changes to insurance coverage may be overlooked.
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Assess whether you are running “in the black” or “in the red” each month.
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A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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