As a fee-only, fiduciary advisory firm, we are uniquely positioned to offer unbiased financial advice at a fair price. Fee-only means that we never collect commissions, referral fees, or other hidden fees. Fiduciary means we are required by law to act in the best interest for the client; therefore the fiduciary standard is the highest standard of care.
Partner, Financial Planner
Mike guides clients through the financial planning process to help them identify their goals and create a plan to achieve them.
Retirement Plan Benefit Advisor
Travis works closely with the employer (plan sponsors/plan administrators) to design and build the retirement plan that best suits their needs.
Director of Marketing
Chase spends most of his time building comprehensive marketing materials that help potential clients learn about how Benchmark Financial differs from other advisory firms.
Partner, Financial Planner
Casey focuses on serving his clients through education so they can make informed and rational decisions. He helps clients envision what a great life looks like and how to achieve that life while still enjoying it today!
Investment Strategy Consultant
Mike is a highly respected financial figure in the Cedar Falls/Waterloo area. He teaches free financial literacy classes, which landed him a couple appearances on KWWL; as well as a recently received Heros Among Us Award – 2018.
BENCHMARK FINANCIAL, LLC (“BENCHMARK FINANCIAL”) is a registered investment advisor offering advisory services in the State[s] of IOWA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, BENCHMARK FINANCIAL, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BENCHMARK FINANCIAL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall BENCHMARK FINANCIAL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if BENCHMARK FINANCIAL or a BENCHMARK FINANCIAL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.