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Benchmark Wealth Employee Directory

Financial ServicesOhio, United States11-50 Employees

Benchmark Wealth is a financial services firm based in Cincinnati, Ohio, that focuses on helping individuals and families achieve financial security and a lasting legacy. The firm positions itself as a steady, trusted partner across life stages, guiding clients through milestones and transitions to support loved ones and the goals they want to leave behind. Its services are centered on providing clarity, confidence, and continuity in financial decision-making, with an emphasis on purpose and peace of mind rather than short-term gains. Benchmark Wealth serves a client base seeking thoughtful planning and steady guidance through various financial events and life changes. The company operates from its Cincinnati location and has publicly announced hires to bolster client service and advisory capacity, reflecting ongoing growth in its professional team.

Find Benchmark Wealth employees' phone numbers or email addresses

Benchmark Wealth Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Benchmark Wealth's Leadership

  • Stylized image of a person
    S. E.
    Client Experience Coordinator
    Mobile Phone

Benchmark Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Sales
  • Accounting
  • Administrative
  • Other

Contact profiles from Benchmark Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. E.
    Client Experience Coordinator
    Mobile Phone
    Mar 24, 2026

Frequently Asked Questions

What is Benchmark Wealth known for?

Minus sign iconPlus sign iconBenchmark Wealth was founded in 2018 operates in the Financial Services industry. Explore Benchmark Wealth's company overview page for more information.

What is Benchmark Wealth's most common email format?

Minus sign iconPlus sign iconBenchmark Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Benchmark Wealth email formats with LeadIQ.

How many employees does Benchmark Wealth have currently?

Minus sign iconPlus sign iconBenchmark Wealth has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Benchmark Wealth's key employees and leadership?

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As of July 2026, Benchmark Wealth's key employees include:

  • Client Experience Coordinator: S. E.

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