A complete list of active advisors currently associated with The Benchmark Group RIA Services, LLC

Warmer can help you find a great advisor at The Benchmark Group RIA Services, LLC or one who fits your needs even better.

The firm provides comprehensive financial planning to high‑net‑worth individuals and owners of closely held, family‑owned businesses and offers consulting to sponsors of pension and profit‑sharing plans. Services include preparation of a written planning report (the “Working Session”), implementation oversight, and ongoing administration or servicing of complex planning strategies. TBGRS does not manage client investment portfolios or recommend specific securities; instead it conducts in‑depth planning reviews across personal, business, tax, retirement, and estate areas and coordinates with clients’ legal and accounting advisors. For plan sponsors, the firm refers pension and profit‑sharing plans to unaffiliated registered investment advisers and does not control the day‑to‑day operations of those advisers. Distinctive features include a management person who is a licensed life insurance agent and the firm’s affiliation with an entity that provides investment banking (M&A) and administrative support, which leads to occasional commissionable life‑insurance recommendations and potential conflicts the firm discloses. The firm’s focus on mid‑market, family‑owned businesses and its role in selecting and receiving referral compensation from other advisers for pension clients — rather than charging percentage‑of‑AUM investment management fees or directly managing assets — differentiates it from many firms in its category.

To learn more about the advisors currently working at The Benchmark Group RIA Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.