Benchmark Asset Management has always honored a fundamental rule of investing: No one strategy is right for everyone.

That is why we offer complimentary financial reviews at no charge or obligation- to help make sure all of your financial future is secure and that all of your goals are addressed.  Investors, whether they currently work with brokers or not, may be surprised by the amount of value that can be added through a non-proprietary independent review of their portfolio.

We can structure our advice to compliment a previously implemented plan or design new strategies for your goals that progress as life changes.

One of our firm's most important goals is to provide you with the highest quality of service. This means taking the time to help our clients make decisions that are in their best interest. We accomplish this by educating our clients in the financial planning process using comprehensive methods and progressive thinking." - John Kinney

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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