As a fee-only, fiduciary advisory firm, we are uniquely positioned to offer unbiased financial advice at a fair price. Fee-only means that we never collect commissions, referral fees, or other hidden fees. Fiduciary means we are required by law to act in the best interest for the client; therefore the fiduciary standard is the highest standard of care.
Retirement Plan Benefit Advisor
Travis works closely with the employer (plan sponsors/plan administrators) to design and build the retirement plan that best suits their needs.
Financial Planner
Kurt works along side Travis and specializes in financial planning and wealth management for retirement plan participants.
Director of Marketing
Chase spends most of his time building comprehensive marketing materials that help potential clients learn about how Benchmark Financial differs from other advisory firms.
