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What's Your Dream?

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.

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About Benchmark Financial Design

About Benchmark Financial Design

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Financial Planning & Other Services

Financial Planning & Other Services

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Philosophy & Relationships

Philosophy & Relationships

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What are Mi-Trac & Riskalyze

What are Mi-Trac & Riskalyze

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

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.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

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