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Benchmark Wealth Advisory Overview
Type
Family Office - Multi
General Information
Benchmark Wealth Advisory is a multi-family office headquartered in Baton Rouge, United States. Founded in 2020 by veteran adviser Tommy Bernard, its wealth originates from four decades of success in financial and estate planning . The firm offers integrated investment management, estate tax planning, and business-owner exit strategies for affluent families and entrepreneurs across the Gulf South.
Contact Information
Website:
Website:
https://benchmarkadvisory.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
Baton Rouge, LA, United States
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