Benchmark Advisory Services, LLC

Benchmark Advisory Services provides investment management, financial planning, and referral services to individuals, high-net-worth clients, and other entities. The firm offers discretionary and non-discretionary portfolio management across various investment vehicles like mutual funds, exchange-traded funds, equities, and fixed income. Benchmark Advisory Services also assists clients with general financial planning, covering net worth statements, cash flow, tax strategies, retirement planning, insurance reviews, and estate planning. Additionally, the firm offers an advisory referral program that connects clients with third-party money managers and sub-advisors. Benchmark Advisory Services operates as a fee-only investment manager, though associated professionals may be registered representatives of a broker-dealer or licensed insurance agents, creating potential conflicts of interest regarding commission-based products.