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.