Founded in 1988, Benemark, Inc. is an independent, fee-only registered investment advisor that provides comprehensive wealth management services. The firm operates as a fiduciary, legally and ethically bound to act in their clients' best interests. Their services include personalized investment management, retirement planning, and holistic financial planning for high-net-worth individuals, families, trusts, and small institutions. Benemark emphasizes a disciplined, long-term investment approach and does not earn commissions from selling financial products.

Founded in

United States