We are a team of financial professionals with families just like yours. We have young children, grandchildren, college students, parents and grandparents. We understand that a financial plan should be about helping you and your family pursue the family's goals, not just some number. You have goals and your investments are only part of the equation to reaching those goals. We are here to help you reach your goals. Being independent advisers at Benchmark has allowed us to focus exclusively on our clients without the conflicts of working for a large bank. It is for our clients' interest that we left the bank and started an independently managed financial services firm.
Jeff Clark and Bill Howard worked together at BB&T Wealth when they found their investment styles and work ethics were a compliment to each other. By working together as partners, they could serve their clients better. Bill has finished putting his children through college and has started to plan and saving for his own retirement. Jeff, with two children at home, still has a long career ahead of him and provides long term continuity to clients. Together, they bring in-depth investment and planning experience married with family values and experience that help them fully understand your needs.
All team members worked diligently to earn the Certified Financial Planner™ designation. This requires them to adhere to the fiduciary principles that the client's interest must come first. Our straightforward fees are a reflection of this fiduciary approach.