Benchmark Income Group™ is a group of financial professionals, financial advisors and wealth managers who believe that capital is freedom.

We want our clients to be free to live a life of purpose. That’s why we’re focused on maximizing your income at retirement, regardless of where you are today.

Often the first question financial advisors and wealth managers ask to determine if you are the right fit for them is “what is your net worth?”

Why? Isn’t helping you better manage your money and build your assets their job?

We believe so.

Benchmark-Income-Group-Fractal-border
Benchmark-Income-Group-Woman-Looking-Side
Benchmark-Income-Group-Financial-Freedom-Couple-Motorcycle-Vacation-Selfie
Benchmark-Income-Group-Helping-People-Father-Daughter-Looking-Out-Window

We care about helping people like you.

You have big ambitions for the future. You work and play hard. You understand that you really can have it all. And you’re ready to challenge the status quo every day.

There’s only one question that matters.

Are we the right fit for each other?

Mary Lyons

The Wealth Woman

Meet
the team

Eric Alexander

Financial Advisor

Missy Rench

Financial Advisor

Meghan Cutsumbis

Financial Professional

Kimberly “KJ” Martin

Financial Professional

Financial Services We Offer

Benchmark-Income-Group-Icon-Chart

Financial
Planning
Services

Benchmark-Income-Group-Icon-Pot

Optimized
Retirement
Income Strategies

Benchmark-Income-Group-Icon-Protection

Protection
Planning
Services

Benchmark-Income-Group-Icon-Balloons

Wealth
Management
and Accumulation

Learn more about our services

Careers

At Benchmark Income Group™, we exist to revolutionize the way our clients think about money. We believe in challenging assumptions and authority. We don’t care about opinions. We care about facts. The facts will show us ways to improve retirement income results for our clients.

Interested in joining our team?
Learn more about our career opportunities.

Career Opportunities
Benchmark-Income-Group-Gray-Down-Arrow
Benchmark-Income-Group-Lion-Logo-Transparent

What would you do if you had the complete freedom to live the life you’ve always dreamed of?

At Benchmark Income Group™, we believe retirement begins when you take control of your financial future – whether you’re working, traveling, or giving back to the world.

Let us help set you free to realize the life you were always meant to enjoy.

  • This field is for validation purposes and should be left unchanged.