Benchmark Financial

About Benchmark Financial

<p>Retirement and wealth planning is the core of this SEC-registered investment advisor, which works with clients who want ongoing advice rather than a self-directed platform. Benchmark Financial is an independent, privately held firm with $2.0B in AUM (2026).</p> <p>Through Benchmark Financial Wealth Advisors LLC, the team provides investment advisory services and coordinates day-to-day planning items that often sit around an employer plan, including goal setting, cash-flow review, insurance planning discussions, and investment management. The firm is not a broker-dealer and does not provide tax or legal advice.</p> <p>Headquartered in Boca Raton in South Florida, Benchmark Financial also has offices in Sunrise and Jupiter, supporting clients across the Miami–Fort Lauderdale–West Palm Beach corridor. Fixed insurance products may be available through Benchmark Financial Insurance LLC.</p> <p>What sets the firm apart is the “personal CFO” approach: clients get a single point of contact to organize planning decisions and keep recommendations tied to stated priorities, without large-institution overhead.</p> <ul> <li>SEC Registered Investment Advisor; independent and privately held</li> <li>Retirement plan and wealth guidance from a <a href="/plan-advisors">plan advisor</a></li> <li>Services include goal setting, cash-flow review, insurance planning, and investment management</li> <li>Offices in Boca Raton (HQ), Sunrise, and Jupiter, Florida</li> <li>Fixed insurance products through Benchmark Financial Insurance LLC</li> </ul>

Website: https://bfllc.com/