Benchmark Wealth Management

Benchmark Wealth Management is a financial planner in Memphis, TN, located at 5855 Ridge Bend Rd. The firm provides comprehensive financial strategies, investment guidance, and wealth management services to individuals seeking long-term financial clarity. Clients receive support with cash flow planning, education savings, estate planning coordination, insurance review, and major life transitions. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and specialists who adhere to a fiduciary standard regulated by the SEC. Services are available to clients across the United States, subject to applicable licensing and registration requirements. The firm holds a rating of 4.80 based on customer reviews. The business operates as a team-owned firm, a structure that aligns the interests of the advisors with those of their clients rather than with shareholders or a parent company. The planning process begins with a no-cost conversation to understand client goals and concerns. Advisors guide the relationship by developing recommendations, helping implement plans, and staying engaged over time. The firm collaborates with clients' CPAs and attorneys to ensure planning decisions are considered in context. The team utilizes mutual funds and ETFs where appropriate and considers individual goals, time horizons, tax considerations, and risk tolerance. The team includes Nancy Knous, Shannon Acosta, Elian, Ellen, and other professionals who provide ongoing asset management and advisory services. Benchmark Wealth Management stands among the strongest financial planners in its category locally, distinguished by its high customer satisfaction and team-owned structure. The 4.80 rating reflects the positive experiences of clients who value the firm's fiduciary commitment and coordinated approach to wealth management. This reputation is built on years of service, with some clients having worked with the team for a decade or more. The firm's alignment with client interests through its ownership model reinforces its standing as a trusted partner for long-term financial well-being. Benchmark Wealth Management brings its team-owned, fiduciary approach to financial planning in Memphis, offering clients a coordinated path through retirement and major life transitions.

The office sits on Ridge Bend Road near the Avron B Fogelman Expressway, which is about a third of a mile away. It is also close to Briarcrest Christian Middle School and Poplar Avenue, both roughly half a mile distant.

BizScoreAI gives the website a Technical score of 91 out of 100, meaning the site is secure and easy for search engines to read without errors. The Content Quality score is 75 out of 100, showing the pages clearly answer customer questions so AI assistants can quote them directly. The business ranks number 3 of 19 Financial planner businesses that BizScoreAI has scored in Memphis.