Benchmark Wealth Management

Benchmark Wealth Management is a financial planner in Memphis, TN. The firm specializes in helping individuals and couples who are approaching or entering retirement, offering services that include financial planning, wealth management, trust services, and insurance solutions. Their practice covers retirement and estate planning, education savings, general savings, and cash-flow planning. They also manage investment accounts such as IRAs, Roth IRAs, 401(k)s, 403(b)s, standard pensions, SEPs, and municipal 457s. The firm holds a rating of 4.80 based on customer reviews.

Founded in 2000 by Nancy Knous, who began her financial career in 1985, the firm operates under the philosophy of putting people over profit. The team includes several CFP-certified advisors, including Shannon Acosta, Becca Mirza, and Katrina Ridgeway, supported by a dedicated staff of paraplanners and administrative coordinators. Their approach is highly personalized, taking into account each client's specific goals, risk tolerance, and financial obligations. The firm follows a long-term investment view, favoring a buy-and-hold strategy, investing in asset classes, utilizing quality mutual funds, and limiting individual stock ownership. They emphasize a collaborative process that begins with listening to the client's needs, followed by discovering options, and finally guiding the client through their unique plan.

Located at 5855 Ridge Bend Rd, the office is situated about a quarter mile from the Avron B Fogelman Expressway. It is approximately half a mile from Briarcrest Christian Middle School and Poplar Avenue. The office is also within three-tenths of a mile of South Shady Grove Road and the Crystal Shrine Grotto, and about seven-tenths of a mile from Park Avenue.

The business is known for its positive rating from customers who have reviewed it. Clients have cited the firm's transparency, welcoming atmosphere, and the thoroughness of its advisors in their feedback. This reputation reflects the firm's focus on building long-term relationships and providing tailored guidance for over two decades.

Benchmark Wealth Management combines a long-term investment philosophy with personalized service, serving the Memphis community with a focus on financial confidence and peace of mind.