Benchmark Wealth Management

Benchmark Wealth Management We help good people do great things. No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org.
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ncial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

We're getting a little attitude from a certain coworker today.His mom had the audacity to suggest that he had too many "...
09/02/2026

We're getting a little attitude from a certain coworker today.

His mom had the audacity to suggest that he had too many "snack tours" of the office. 🦴 He's communicating his disappointment to the bookcase. Don't worry - we can't say no to that sweet (pouting) face for long!

Proudly partnering with clients across the country, but our heart and home reside right here in Memphis. 💙Happy 901 Day ...
09/01/2026

Proudly partnering with clients across the country, but our heart and home reside right here in Memphis. 💙

Happy 901 Day from all of us at Benchmark Wealth Management! We are so grateful for the community that built us and the incredible people we get to walk alongside every day. ✨

If your Monday needs a little pick-me-up, the Benchmark team has got you. Our recent Back to School week unearthed some ...
08/31/2026

If your Monday needs a little pick-me-up, the Benchmark team has got you. Our recent Back to School week unearthed some photos worth sharing. Enjoy at our expense! 🤣

The Humans (and Minifigs) of Benchmark 💙We’re continuing our series to introduce the real people behind our team. Meet C...
08/27/2026

The Humans (and Minifigs) of Benchmark 💙

We’re continuing our series to introduce the real people behind our team. Meet Carolyn, Executive Assistant to our CEO & Founder!

💼 Joined Benchmark in 2003

😊 The Minifig:
We custom-built a LEGO twin for everyone on the team! Carolyn's verdict? Holding a coffee mug is spot-on. She is a self-proclaimed coffee snob and rarely seen without a mug in hand. ☕

🎯 The Purpose:
Benchmark's core purpose is to help good people do great things. For Carolyn, that means providing seamless executive support to empower Nancy to focus on what she does best: connecting with the community, mentoring team members, and leading the vision of our firm.

🌱 The Human:
Outside of the office, Carolyn loves traveling to new destinations and relaxing in nice hotels. When she’s at home, you’ll likely find her in the greenhouse nurturing her green thumb—she has a special knack for starting new plants from cuttings and getting orchids to re-bloom! 🌺

Us: "It's National Dog Day!"Banner: "I'm ready for my close-up."Dot: "Wake me when the celebration snacks arrive."These ...
08/26/2026

Us: "It's National Dog Day!"
Banner: "I'm ready for my close-up."
Dot: "Wake me when the celebration snacks arrive."

These two bring so much joy to our days! 🐾

Benchmark Wealth Management was thrilled to send team representatives to LPL Financial's Focus 2026 Conference in San Di...
08/25/2026

Benchmark Wealth Management was thrilled to send team representatives to LPL Financial's Focus 2026 Conference in San Diego earlier this month. ✈️

Sarah, Katrina, and Alison joined with other financial advisors and industry leaders to dive into cutting-edge technology, market insights, and modern practice management.

When our team grows, our clients benefit!

The early bird gets the worm at Benchmark! ☀️Good morning from our friend, Tony Hawk!
08/24/2026

The early bird gets the worm at Benchmark! ☀️

Good morning from our friend, Tony Hawk!

We're wrapping up Back to School Week at Benchmark! 🥗 Group Project Salad Bar✏️ New School Supplies🍿 Concession Stand Po...
08/21/2026

We're wrapping up Back to School Week at Benchmark!

🥗 Group Project Salad Bar
✏️ New School Supplies
🍿 Concession Stand Popcorn Bar
🎓 Alma Mater Day
🍕 Better-Than-The-Cafeteria Pizza Lunch
🔔 And an Early Dismissal Day!

Wishing all our students, teachers, and parents a great start to the school year!

If we’ve had the privilege of working together, we would love to hear about your experience. Leaving a Google review hel...
08/20/2026

If we’ve had the privilege of working together, we would love to hear about your experience. Leaving a Google review helps others in our community find a team they can trust. 🌟

💬 Share your experience here: https://g.page/r/CTqL01WehzHsEAE/review

Thank you for being a part of our story!

The Humans (and Minifigs) of Benchmark 💙We’re continuing our series to introduce the real people behind our team. Meet S...
08/19/2026

The Humans (and Minifigs) of Benchmark 💙

We’re continuing our series to introduce the real people behind our team. Meet Stephanie, one of our Support Team Members!

💼 Joined Benchmark in 2022

😊 The Minifig:
We custom-built a LEGO twin for everyone on the team! Stephanie’s verdict? Having a tumbler in her hand is accurate though maybe not 100% accurate, since she’s known to have at least three or four tumblers on her desk at any given time! She admits she might be a little nutty about hydration! 🥤

🎯 The Purpose:
Benchmark's core purpose is to help good people do great things. For Stephanie, that means leaving every client meeting grateful for the opportunity to hear each person's story and walking alongside them with encouragement, no matter what season of life they're in.

🛠️ The Human:
Outside of the office, Stephanie can usually be found working on a home renovation project, getting lost in a good book, or going for walks with friends. Most importantly, she loves spending time with her husband of more than 30 years, John, and planning their next adventure to visit their grown children and grandchildren spread across the country!

Address

5855 Ridge Bend Road
Memphis, TN
38120

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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