Benchmark Wealth Management
Benchmark Wealth Management

Benchmark Wealth Management Management Team

Contact top employees from Benchmark Wealth Management

Summary

One of the great myths about money is that the more you have, the easier everything gets. The truth is, with success and wealth, life often gets complicated—requiring more attention, more sophisticati...Show more

Organization Website

benchmark-wealth.com

Social Links

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Phone Number

5135060272

Industries

Headquarters Location

4755 Lake Forest Dr., Suite 220, Cincinnati, OH, 45242 US

Employees Size

1-10 employees

Specialties

Financial Planning, Investment Management

Founded

2018

Competitors

Founded
Type
Employees
Revenue
Funding
1997Partnership 25 - 100 4.5M $0
2009Sole
Proprietorship
1-10 - $-
2013Partnership 1-10 - $-

Employees Turnover 4 quarter 2025

Length of Employment
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Employee tenure at Benchmark Wealth Management shows a diverse range of experience levels:
7% have been with the company for less than 1 year14% for 1–2 years7% for 3–4 years21% for 5–7 years14% for 8–10 years36% have over 11 years of service at Benchmark Wealth Management
Contact top employees from Benchmark Wealth Management
Brooke Painter
Client Services Advisor
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Ryan Hoskins
Wealth Advisor
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Kathy Barone
Administrative Assistant
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Beth Koloseike
Client Service Advisor
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Matt Eltringham
Managing Director, Wealth Advisor
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Bob OKorn
Financial Advisor & Managing Partner
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David Eltringham
Managing Director, Sr. Wealth Advisor
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Jan Randolph
executive administrator
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Jeffrey Hess
Advanced Insurance Planning Specialist
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Marjorie Blair
Client Service Advisor
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Kyle Trischler
Associate Wealth Advisor
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Lizabeth Arnal
Administrative Assistant
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Steven Long
Investment Advisor Representative
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FAQ

Benchmark Wealth Management operates in the Finance industries. More details can be found on the official website: benchmark-wealth.com.
The headquarters of Benchmark Wealth Management are located in Cincinnati, United States.
You can contact Benchmark Wealth Management by phone at 5135060272.
Benchmark Wealth Management currently employs 1-10 people.
Well-known competitors of Benchmark Wealth Management include SBW Wealth Management, Buchanan Wealth Management and Lignum Wealth Management.

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