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 on her 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" every day.
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 offer 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.
We offer services for IRAs, Roth and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pensions (SEPs), and Municipal 457s.
We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.
Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.