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Benchmark Wealth Advisory Overview
Type
Multi Family Office
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:
https://benchmarkadvisory.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Baton Rouge, LA, United States
Portfolio & Notable Allocations
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