Benchmark Financial Design Group
Building, Growing, & Serving Relationships.
Local, Independent, & Family Owned
Over 20 years serving West Michigan and beyond.
To always ensure we act in the best interests of those we serve.
It's not a common question because we're not a common financial firm. We serve our relationships by understanding what is important, and leading them to achieve their dreams.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Benchmark Financial Design Group, Inc., is an independent, fee-based, wealth management and financial planning firm committed to providing leadership for the growth and preservation of our clients' assets. We view our role as stewards of our clients' assets and work to help them achieve their financial goals through intelligent investment strategies. We serve our clients - individuals and families - by providing prudent, long-term financial and investment advice tailored to their personal situations and objectives.
As a servant leadership enterprise, our mission is to care for those who seek financial guidance by understanding their matters of importance; applying our knowledge, innovation and trusted relationship such that each private client realizes their dreams.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
VP Wealth Management