Benchmark Wealth Management

Benchmark Wealth Management

Benchmark Wealth Management launched in 2007 as an independent registered investment advisor in Old Lyme, Connecticut. The firm built its practice serving the southeastern Connecticut community, with a client base spanning C-suite professionals, engineers, technology leaders, entrepreneurs, and physicians. It later joined forces with Mercer Advisors, a national RIA, operating as a local office that retains its boutique, white-glove approach while drawing on the resources of a much larger national firm for compliance and back-office infrastructure. The firm practices what it calls a family office structure for its wealth-management clients, bringing together financial planning, investment management, tax preparation, estate planning, and insurance under one integrated service model. It does not publish a specific asset allocation or disclose a list of named portfolio companies; instead it tailors strategies to client-specific needs such as retirement planning, multi-generational succession, and concentrated stock-option management. Its geographic focus is singular — Old Lyme and the surrounding Connecticut shoreline communities. Benchmark operates from a single location at 83 Halls Road, Suite 201, and does not publish a total AUM or deployment figure. The firm emphasizes that nearly half of its client-facing team across the broader Mercer platform are women, and it highlights specialized practice areas for women business owners and families with dependents who have special needs. Over the last 24 months, no distinct operational event outside its ongoing integration with Mercer Advisors has been publicly reported. The firm’s structure is its primary differentiator: it functions as a locally embedded multi-family-office-style practice that outsources its national-level scale to Mercer Advisors. This arrangement allows Benchmark to offer institutional-level planning and risk mitigation to clients with a level of personal attention typically found at a much smaller independent RIA, without building in-house tax, estate, or investment departments from scratch.