Encouraging Financial Awareness and delivering the message of change, hope, and peace.

It's not always easy, but your future is worth it.

Encouraging you with the heart of a teacher.

CHANGE

Offering guidance to do things differently than before.

HOPE

Reminding you that your sacrifices count.

PEACE

Celebrating in your “I’ve made it” moments.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.

 

OUR STORY

Nancy Knous began her financial career in 1985 as an advisor with a Memphis firm.  While developing her ideas about the financial market, she kept an eye toward the goal of educating clients and preparing them to weather any market.  She branched out in 2000 by joining LPL Financial, and Benchmark Wealth Management was born. 

 

Nancy was eager to adopt LPL Financial’s focus on independent advice and objective research, and now Benchmark services over $100 million in brokerage assets.  We offer financial planning, wealth management, trust services, and insurance solutions.  Our team serves you by encouraging financial awareness and delivering the message of change, hope and peace.  We are also a Dave Ramsey SmartVestor, which means that our goal is to help you “live like no one else so later you can live like no one else.”

WHO WE ARE

 

WHAT MAKES BENCHMARK SO DIFFERENT?

We offer plans to fit your investment philosophy.

Would you buy a “one-size-fits-all” bathing suit? We think that’s an equally scary way to approach investing. Whether you prefer a “hands on” or a “hands off” portfolio, we can help.

Passive Investment Management

We help you select investments that you will want to hang on to for the long haul.  If you want to switch things up, just let us know!  To re-balance or make changes, we act according to your instructions. 

Active Investment

We closely monitor your investments, and act swiftly to address any activity that may potentially impact performance.

Our initial consultations are always free, but here is what it costs to have us on your permanent roster.

 
 

Passive Investment Management

Our passive management fees depend on your investment’s horizon—they can be as unique as your situation. We will go over fees with you in transparent detail during our first, complimentary meeting.

Active Investment

Our active management fees start at 1.5% per year.  These fees are itemized on your statement, and they may be tax deductible. Consult your CPA for information.

WHAT WE DO

 

Comparing today's picture to how you want it to look tomorrow, then mapping out how to get there.

We offer a wide range in the form of services, accounts, and investments.

A personal finance class for you.  No cost. No strings. Join us as we share the hope of financial freedom.

WHERE TO FIND US

LPL Research

WEEKLY INSIGHTS

SEND OVER AN EMAIL

Or Call Us Anytime

901-682-7449

 

5855 Ridge Bend Road

Memphis, TN 38120

Office: 901-682-7449

Fax: 901-756-5930

benchmarkinfo@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.

Securities and advisory services offered through LPL Financial, A Registered Investment advisor.  Member FINRA & SIPC.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI

Copyright 2018 Benchmark Wealth Management