5 /5 Mark VonSeipler: My wife and I discovered Benchmark Financial Advisors when we moved to Pennsylvania in 2014. Even after relocating back to Chicago, we’ve continued working with them—simply because they’ve done such an outstanding job managing our financial planning.
Our primary contacts, Tim Miller and Stephanie Hunter, are incredibly knowledgeable, responsive, and thoughtful in their advice. They’re supported by a stellar team—Mindy Patterson and Trevin Seskey—who consistently deliver high-touch service and attention to detail.
Over the years, we’ve worked with many well-known firms including Ameriprise, Forte Capital, Merrill Lynch, Morgan Stanley, Raymond James, PNC Bank and Bank of America. Benchmark has far exceeded all of them in terms of customer service, strategic insights, and long-term financial performance. Their advice is tailored, forward-thinking, and always in our best interest.
What’s even more impressive is that the remote relationship hasn’t compromised service in any way—they continue to be accessible, proactive, and completely aligned with our goals, regardless of geography.
We would enthusiastically recommend Benchmark Financial Advisors to anyone—regardless of age or life stage—who is looking for thoughtful, strategic financial guidance from a team that truly cares.
