Benchmark Wealth Management

Good morning from this Benchmark beauty, who greeted our team on our way in today! 🦅✨

Wondering if we're your cup of tea? ☕

Finding the right financial advisor is a lot like finding the right pair of shoes. 👟 If they pinch, squeak, or just aren't your style, nobody's having a good time!

Head over to our Clients page to see who we’re a great fit for, and a few honest examples of when we might not be the best match. No hard feelings, just good alignment!

Our Clients — Benchmark Wealth Management WHO WE SERVE Our Clients We believe the best client relationships are built on shared values, mutual trust, and a long-term commitment to your financial well-being. A Good Fit May Include:Retirees, business owners, professionals, and families who value thoughtful planning and long-term decision-maki...

We are reviewing HR guidelines to determine if constant surveillance by a coworker is permitted. 👀 Nonetheless, Banner remains firmly committed to the supervisory role.

You asked, we're answering! 📸

Since a few of these throwbacks threw people off, here's the official reveal. Swipe to see the Benchmark team as kids and who grew up to be your planners and advisors!

🎣 When the fish aren't biting, it's tempting to second-guess your strategy. In this One-Minute Concept, Brandon Collins connects investing patience to bass fishing, and explains why trusting your preparation is usually the best way to get real results.

This morning, our team took time to remember where we each were 25 years ago.

And then we remembered the days, weeks, and months that followed: communities coming together, kindness from strangers, and neighbors helping neighbors.

We remember the weight of that day, alongside the profound reminder that goodness endures.

Surprise! 🎉 We've been working behind the scenes on something special, and we're so excited to finally share it with you.

Our brand-new website is officially live! 💻✨ We built it with you in mind, making it easier than ever to meet the team and explore our approach to fiduciary financial planning.

Take a look around!

Benchmark Wealth Management YOUR FINANCIAL PARTNER IN MEMPHIS, TN We Help Good People Do Great Things Your next chapter starts here. We help you steward your wealth and opportunities with wisdom and purpose. GET STARTED SEE OUR APPROACH If you value thoughtful collaborationand long-term financial clarity… OUR PROMISE You nee...

The Humans (and Minifigs) of Benchmark 💙

We’re continuing our series to introduce the real people behind our team. Meet Shannon, Financial Advisor & CFP®!

💼 Joined Benchmark in 2014

😊 The Minifig:
We custom-built a LEGO twin for everyone on the team! Shannon's verdict? She kindly gave us the thumbs up, though the rest of the team is a little concerned we may have accidentally given her a mullet. So sorry, Shannon!

🎯 The Purpose:
Benchmark's core purpose is to help good people do great things. For Shannon, that means asking the kind of questions that unlock the truth for clients who feel behind or don't realize their own potential. Helping them see and execute on their ability to enjoy life, make an impact, and live fully is what makes her work so rewarding.

🏃🏻‍♀️‍➡️ The Human:
Outside of Benchmark, Shannon loves lacing up her shoes for a run, digging in the garden, traveling, and simply relaxing in her backyard. Most of all, she finds joy in making memories and playing with her kids and spending quality time with Hunter!

The Benchmark team is enjoying a day of rest from the work we love to do, and wishing you the same! Happy Labor Day!

What does it actually mean for you when you see "CFP®" next to all of our advisors' names?

Behind those letters is a promise that the person across the table is held to the highest standards in the financial industry. Here is what your partnership looks like with a CERTIFIED FINANCIAL PLANNER™ professional:

✅ Rigorous Education: Completing extensive, comprehensive coursework covering everything from investments and tax planning to retirement and estate strategies.

✅ The Fiduciary Standard: Legally binding commitment to always put your best interests first, 100% of the time.

✅ Strict Ethics & Experience: Adhering to a code of professional ethics and completing thousands of hours of rigorous, real-world financial planning experience before ever earning the mark.

When you work with Benchmark, you never have to wonder about the experience across the table. You get fiduciary advice you can trust from day one. Don't accept anything less.

Learn More about the CFP®:
https://www.letsmakeaplan.org/choosing-a-planner/why-choose-a-cfp-professional