Benchmark Wealth Management logo

Benchmark Wealth Management

Updated today

Client assets under management

$178,000,060

Clients

76

49% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

19

Very Low

Average account size

$2,342,106

About

Benchmark Wealth Management is a four-advisor team that provides discretionary and non‑discretionary investment management alongside financial, estate, and retirement planning for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and businesses. As of December 31, 2025, the firm managed roughly $178 million in discretionary assets and maintains a relatively small client base.

The firm constructs customized model portfolios that combine long‑term strategic allocations with third‑party and quantitative strategies—including a valuation‑dividend equity approach—and provides ongoing monitoring and tax‑aware execution such as year‑end tax‑loss harvesting and periodic rebalancing. Its Investment Policy Committee meets weekly to consider tactical overlays and option‑based techniques, including covered calls, put purchases, in‑the‑money call swaps, and equity collars, to manage short‑term market risk.

Benchmark also offers ERISA non‑fiduciary retirement‑plan services that emphasize participant education, plan benchmarking, and periodic fiduciary review, which are less commonly offered by similarly sized teams. The firm discloses that certain representatives are licensed insurance agents who may receive commission compensation for insurance product sales, a potential conflict of interest for clients to consider.

Client services

Financial planning Portfolio management Business consulting

Expertise

Tax-loss harvesting Concentrated stock management Options & derivatives strategies Wealth management

Fee options

Fixed

Financial planning fees ranging from $500 to $50,000, either as annual retainer or fixed price.

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%

Commissions

Commission-based compensation for sale of insurance products by certain representatives.

Subscriptions

Annual financial planning retainer fees generally range from $500 to $50,000, payable upon execution or quarterly.

Other

Account minimum: $500,000

Main office location

Benchmark Wealth Management

308 E 8 Th Street, Suite 300

Cincinnati OH 45202, United States

Number of offices

1

Most active in

Florida · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Tax-loss harvesting Concentrated stock management Options & derivatives strategies Wealth management
user avatar

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.

Tax-loss harvesting Concentrated stock management Options & derivatives strategies Wealth management
user avatar

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.

Tax-loss harvesting Concentrated stock management Options & derivatives strategies Wealth management
user avatar

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.

Tax-loss harvesting Concentrated stock management Options & derivatives strategies Wealth management
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