Benchmark Wealth Management

10/15/2026

The Humans (and Minifigs) of Benchmark: Meet Becca! 🩵

💼 Joined Benchmark in 2020

😊 The Minifig: We custom-built a LEGO twin for everyone on the team! Becca’s verdict? The hair is cute and the coffee mug is 100% spot-on for this season of life. Keep the caffeine coming! ☕

🎯 The Purpose: Benchmark's core purpose is to help good people do great things. For Becca, that means crafting clear, highly customized financial strategies so clients leave feeling truly known, understood, and confident about their future.

🏋🏻‍♀️ The Human: Outside of Benchmark, Becca loves spending quality time with her husband, Naveed, and their three sweet, energetic boys. To stay active and keep up with them, you’ll often find her working out at Iron Tribe Fitness. She also loves getting lost in a good book and connecting over coffee or a great meal with close friends and family.

10/13/2026

What if passing down wealth didn't have to wait a lifetime? 💡Most people inherit money when they're 65. What if it happened at 35 instead?

In Nancy's latest blog, see why rethinking the "when" could change everything.

Several years ago, I read a book about retirement and estate planning that made a point I have never forgotten: Most people inherit money when they’re 65. Most people need money when they’re 35.

10/12/2026

5 years of Alyssa! 🎉

The queen of the calendars, the welcoming voice on our phone, and the undisputed champ of quick wit. Alyssa keeps our trains running on time and always adds a dose of humor to our days. We honestly don't know what we'd do without her. Happy 5-year Benchmarkiversary, Alyssa!

10/06/2026

There is no greater honor than walking alongside our clients across decades of life milestones. We are deeply grateful for Brian's kind words and incredibly proud of Nancy and our team for providing the steady, long-term guidance that defines Benchmark Wealth Management. Thank you, Brian, for 3️⃣ decades of partnership and trust! ❤️

“Nancy has been helping, educating and guiding me in all my financial matters for over 30 years. She and her team are amazing and really made a positive difference in my retirement.”
— Brian S., Benchmark Wealth Management Client

10/05/2026

The Humans (and Minifigs) of Benchmark: Meet Karen! 🩵

💼 Joined Benchmark in 2025

😊 The Minifig: We custom-built a LEGO twin for everyone on the team! Karen’s verdict? The glasses and laptop are spot-on since she’s always at her computer for work. Her hair might shift between wavy and straight depending on the day, but the cozy sweater and jeans are undeniably accurate. She is perpetually cold and keeps a backup sweater in her car year-round!

🎯 The Purpose: Benchmark's core purpose is to help good people do great things. For Karen, that means supporting our team and our clients behind the scenes: solving problems, taking care of the details, and keeping everything moving seamlessly so our advisors can deliver great work for our clients.

🏖️ The Human: Outside of the office, you’ll find Karen soaking up the sunshine at the beach or out on the boat. No, not in Memphis. Karen is a remote teammate in Florida! Most of all, she loves spending quality time with family and friends, whether they’re grabbing dinner together or catching a movie! ☀️🌊

10/02/2026

In today’s One-Minute Concept, see why navigating turbulent headlines is a lot like enduring a stormy afternoon in Memphis: messy in real time, but entirely predictable over the long haul. ☀️

10/01/2026

Pumpkins and pumpkin muffins mean it must be October at Benchmark! 🍂

09/22/2026

Good morning from this Benchmark beauty, who greeted our team on our way in today! 🦅✨

09/21/2026

Wondering if we're your cup of tea? ☕

Finding the right financial advisor is a lot like finding the right pair of shoes. 👟 If they pinch, squeak, or just aren't your style, nobody's having a good time!

Head over to our Clients page to see who we’re a great fit for, and a few honest examples of when we might not be the best match. No hard feelings, just good alignment!

WHO WE SERVE Our Clients We believe the best client relationships are built on shared values, mutual trust, and a long-term commitment to your financial well-being. A Good Fit May Include:Retirees, business owners, professionals, and families who value thoughtful planning and long-term decision-maki...

09/18/2026

We are reviewing HR guidelines to determine if constant surveillance by a coworker is permitted. 👀 Nonetheless, Banner remains firmly committed to the supervisory role.