# Benchmark Wealth Advisory

Benchmark Wealth Advisory is a Multi Family Office based in Baton Rouge, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Baton Rouge, United States
- **Region:** North America
- **Address:** 9026 Jefferson Hwy, Suite 103, Baton Rouge, LA 70809
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** benchmarkadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/benchmark-wealth-advisory

## About

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.

## Sectors

- Private Equity
- Real Estate
- Biotech

## People

- Thomas 'Tommy' Bernard — Founder and Team Leader
- Adam Ohlmeyer — Head of Wealth Advisory
- Todd A. Barlow — Senior Business Advisor

## 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.

### 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.

## Related profiles

- [Belz Family & Associates](https://altss.com/profile/belz-family-associates)
- [Bencuidat Family Office](https://altss.com/profile/bencuidat-family-office)

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Last updated: 2026-07-08T18:27:05.596Z

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