Our Story

  • Our Story

Our Story

Benchmark Wealth Management has been serving the greater Memphis area since 2000.

Nancy Knous began her financial career in 1985 as an advisor with a Memphis firm.  While developing her ideas about the financial market, she kept an eye toward the goal of educating clients and preparing them to weather any market.  In 2000, Nancy branched out on her own and joined LPL Financial. Eager to adopt LPL Financial’s focus on independent advice and objective research, Benchmark Wealth Management was born.

Today, Benchmark Wealth Management offers financial planning, wealth management, trust services*, and insurance solutions. Our team serves clients by encouraging financial awareness and delivering the message of change, hope and peace with the desire to help you “live like no one else so later you can live like no one else.”

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

What makes us different?

We believe and practice "people before profit" everyday.

Our approach to helping you is…you. Your dreams and your values.

We don’t believe in the “one-size-fits-all” approach.  We think this is one of the scariest approaches to investments, life insurance, financial planning, and anything that concerns your money and your future.

Whether you prefer a “hands on” or a “hands off” portfolio, we can help.

OUR RANGE OF Services

With all of our services, we take a people-first approach.

Everything we do is designed to help you pursue your dreams and preserve your values.

We offers services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.​

We offer a diverse group of non-proprietary securities which we cater to your values and philosophy.

We understand that implementing a new plan means uprooting an old one. For that reason, we will also assist with paperwork and navigate the transition with you.

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We offers services for IRA’s, Roth and Simple IRA’s, 401K and 403B, Standard Pension Plans, Simplified Employee Pension (SEP), and Municipal 457’s​.​

We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.

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Our life focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more. At any stage in your life, we’re here to help.​​

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Financial Foundations is our series of FREE – once a month – personal financial workshops. From conquering debt to saving for your future, these workshops will help you pursue your goals.​

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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright © 2019. Benchmark Wealth Management

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