Benchmark Wealth Management was founded in 2004 by three advisors with decades of experience in the financial services industry.
Through prudent and disciplined processes and the consistent focus on delivering exceptional service to our clients, Benchmark has grown to a network of several Financial Advisors in various offices throughout Southern California with more than 100 years in collective experience in the industry.
Our affiliation with LPL Financial, the nation’s #1 independent broker / dealer*, allows our advisors have the true independence to give professional advice to help our clients work towards their financial goals.
*As reported by Financial Planning Magazine, June 1996 – 2020, based on total revenue.
Our Investment Philosophy
Our goal is to manage the volatility and risks associated with investing to help provide consistent returns and/or a consistent stream of income for our clients.
Universe of Investment Solutions
Our Review and Assessment
Enhanced, Custom Strategy
Thoughtful and thorough discovery helps our clients uncover, clarify, and prioritize their goals.
We explore your individual situation seeking to understand what you value and what concerns you most.
ANALYZE THE SITUATION
With your specific information in hand, we analyze your current position and create a strategy to guide you toward your desired outcome.
We present and explain recommended strategies in detail.
Once the strategy is explained and agreed upon, we implement your plan using customized investment solutions.
MONITOR & UPDATE
Regularly monitor and make adjustments when needed. Conduct scheduled meetings to review your progress.
A feeling of confidence and empowerment that comes from having a clear picture of today and strategy for tomorrow. For illustrative purposes only.
Working with a select group of clients allows us to be accessible and responsive to our clients.
Helping you to grow your wealth, without being overwhelmed by its complexity.
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Copyright 2021. Benchmark Wealth Management. All Rights Reserved.