Benchmark Financial Advisors is an independent wealth management firm focused on helping individuals and families plan for and live through retirement. Its approach centers on the BenchMark Process, an ongoing, personalized plan that uses scenario testing and adapts as clients’ needs and financial conditions change. The firm helps clients turn savings into dependable retirement income by coordinating withdrawal strategies, Social Security timing, investments, and tax considerations. Its services also address estate, insurance, lifestyle, and broader family planning needs, supported by educational resources, articles, calculators, and retirement planning guides.

The firm emphasizes hands-on guidance from a small, experienced team, with advisors and planning support available to clients. Led by advisors with CIMA® and AIF® credentials, Benchmark intentionally serves a client base of around 200 families to provide attentive, ongoing support and continuity across generations. The firm describes its approach as a long-term commitment rather than transaction-focused investment management. Advisory services are offered through Concurrent Investment Advisors, LLC, an SEC-registered investment adviser.