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Benchmark Wealth Advisory
Benchmark Wealth Advisory was founded in 2020 by Tommy Bernard in Baton Rouge. Bernard restructured his practice in 1995 to address issues facing wealthy...
Benchmark Wealth Advisory
Benchmark Wealth Advisory was founded in 2020 by Tommy Bernard in Baton Rouge. Bernard restructured his practice in 1995 to address issues facing wealthy families and later expanded into business exit planning. The firm operates as a multi-family office serving entrepreneurs in the Gulf South. Services cover personal wealth management, financial and estate tax planning, and business exit strategies. Confirmed investment types include private equity, real estate, and philanthropic or mission-related investing. The firm targets buyout opportunities and maintains a geographic focus on North America. Adam Ohlmeyer and Todd A. Barlow serve as business partners handling wealth advisory and ownership transitions. The team maintains ties to LSU alumni organizations and local networks including St. Aloysius Catholic Church. No recent operational events from the last 24 months are recorded. The firm holds commercial property at its Baton Rouge address and a residential camp in Fourchon, Louisiana. Benchmark functions as an independent advisory practice rather than a traditional single-family office. Its structure centers on the founder's long-term relationships in insurance and broker-dealer channels.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
Baton Rouge
Corporate office
9026 Jefferson Hwy, Suite 103, Baton Rouge, LA 70809
Principals
Thomas 'Tommy' Bernard
Founder and Team Leader
Adam Ohlmeyer
Head of Wealth Advisory
Todd A. Barlow
Senior Business Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Benchmark Wealth Advisory?
Tommy Bernard serves as founder and team leader. Adam Ohlmeyer acts as head of wealth advisory. Todd A. Barlow provides senior business advisory on ownership transitions.
Is Benchmark Wealth Advisory structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple affluent families and business owners. The firm describes itself as an independent financial services practice focused on the Gulf South.
What investment stages does Benchmark Wealth Advisory target?
The firm confirms activity in buyouts. It also engages in private equity and real estate alongside philanthropic investing.
Where does the underlying wealth originate for Benchmark Wealth Advisory clients?
Wealth originates from business owners and entrepreneurs who have built companies in the region. The founder draws on four decades of experience advising such families.
Does Benchmark Wealth Advisory participate in fund commitments or direct deals?
Public information does not specify fund commitments versus direct investments. The firm lists private equity and real estate among its investment types.
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