Benchmark Wealth Advisory is an independent financial planning firm in Baton Rouge, Louisiana. Whether your goal is preparing for retirement, college savings, or estate and legacy planning, our personalized services focus on providing solutions for your financial goals and objectives. We look forward to working with you through all stages of your life.
Meet the Team
The team with which you align is an important decision as it will affect you and your family for many years into the future. From designing paths to create wealth and restructuring retirement income security for families to facilitating multi-generation skipping “Dynasty” trusts and large charitable bequests, we value every client’s confidence and trust.
Frequently Asked Questions
Where to Begin?
We gladly offer a no-obligation introductory meeting to determine if our advanced fee-based planning services will be advantageous to your personal situation. You may schedule an in-person visit, phone call, or video meeting through our Schedule an Appointment link.
What should I bring to our first meeting?
Our first visit is designed to be a confidential introductory interview. Feel free to bring any documents and statements that you would like to include in this conversation to help us better understand your goals and concerns, such as brokerage statements, retirement accounts, and insurance policies.
Some of the more important aspects of your financial plan are not shown on a statement. We will discuss topics such as your hobbies, the charitable causes you support, desired travel destinations, spending time with grandchildren, and your ideal legacy.
How do I become a client?
Our introductory meeting process acts as a two-way interview to ensure our services will benefit your unique situation. This may involve a couple of visits, but it is designed to enhance your long-term success.
How do I pay for services?
Unlike some financial service companies would have you believe, there are costs associated with the services we provide. We clearly state our fee as part of our proposal before services begin.