Stability. Growth. Freedom.™

Affluence is complicated.

Benchmark Investment Advisors works with individuals and families who are fortunate enough to have reached that point.

More about our firm

How do we help Benchmark clients worry about their money less and enjoy it more?

Planning & Goals
Bill Payment
Tax Strategies
Insurance Strategies

Why Benchmark?

Our Approach

We’re a boutique advisory firm serving a select group of clients, typically with complex financial situations, through our commitment to careful and efficient growth while preserving principal.

Our Experience

Sure, we’ve earned designations and recognition. More importantly, we’ve devoted our professional lives to acquiring the knowledge, learning the technology, attracting the right clients, and building lasting relationships.

Our Process

Over the years, we’ve refined a clear, structured process, rooted in research, and designed to deliver appropriate risk-adjusted returns matching each client’s financial—and lifestyle—objectives.

Our Tools

Though most prefer to leave the details to us, Benchmark clients have 24/7/365 access to comprehensive account and performance data. We leverage best-in-class third-party platforms to ensure a clear, secure, and reliable experience.

Quarterly Insights

April 8, 2019

Q2: 2019 Market Outlook

February 5, 2019

Q1 2019: 2018 Review & 2019 Investment Outlook

October 1, 2018

Q4 2018: Climbing a Wall of Worry, Part 2

July 1, 2018

Q3 2018: U.S. Economy Climbing a Wall of Worry

April 1, 2018

Q2 2018: Market Outlook

January 1, 2018

Q1 2018: The Year in Review—2017

October 1, 2017

Q4 2017: Can It Keep Going? Powerful Forces & More

July 1, 2017

Q3 2017: Bull Markets, Politics, Threats…And Growth

April 1, 2017

Q2 2017: Post-Inauguration Market Surges Beyond Most Expectations

October 1, 2016

Q4 2016: Market Update

June 27, 2016

Union Jack-Knifed

January 1, 2016

’15 Review/’16 Preview

More about Benchmark’s approach & experience