Advisors at this firm
Kyle T
CFP®, Series 65
Cincinnati, OH
Benchmark Wealth Management
Kyle Trischler is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Benchmark Wealth Management and has previously worked at Johnson Investment Counsel, Northwestern Mutual, and Fidelity Investments. Outside of advisory work, he is licensed in life, accident, and health insurance. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs a combination of long-term strategic asset allocation and tactical adjustments, utilizing various investment vehicles and option strategies to address income and downside protection.
Ryan H
Series 63, Series 65, Series 66
Cincinnati, OH
Benchmark Wealth Management
Ryan Hoskins is a financial advisor at Benchmark Wealth Management in Cincinnati, OH, with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Fifth Third Bank for 17 years before two years of self-employment. Outside of advising, he is involved in restaurant ownership through several entities. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management, financial planning, and ERISA retirement plan services. The firm combines long-term strategic asset allocation with tax-aware rebalancing and tactical adjustments, utilizing a variety of investment vehicles and option strategies to meet income and downside protection goals.
David E
Series 66
Cincinnati, OH
Benchmark Wealth Management
David Eltringham is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Benchmark Wealth Management since 2018. His prior experience includes roles at Wealthquest Corporation and over a decade at Fifth Third Securities. Outside of his advisory work, he serves on the Board of Trustees for Stepping Stones, instructs for the Risk Management Association, coordinates mission trips for Back2Back Ministries, and is an officer for The Evan McPherson Foundation. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm combines long-term strategic asset allocation with tactical adjustments, using a range of investment vehicles and risk management strategies, and maintains an active Investment Policy Committee.
Matthew E
Series 66
Cincinnati, OH
Benchmark Wealth Management
Matthew Eltringham is a financial advisor at Benchmark Wealth Management in Cincinnati, OH, with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthquest Corporation and Fifth Third Securities, Inc. Outside of advising, he serves as an officer for The Evan McPherson Foundation, a nonprofit organization. Benchmark Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm employs a strategic asset allocation approach combined with tax-aware rebalancing and tactical adjustments, utilizing a range of investment vehicles and option strategies to address income and downside protection goals.