Capital Benchmark Partners, LLC
We are an independent, fee-only financial planning and investment management firm focused on serving women attorneys, executives, and entrepreneurs – guiding them across career stages to confidently set, meet, and raise their own benchmarks for success.
Though based in Atlanta, GA, technology makes it easy for us service clients all over the United States and overseas.
You’ve heard the saying: “If you fail to plan, you plan to fail.” We don’t. Our services extend well beyond recommending investments. For each client, we lay out a clear roadmap that’s easy to understand, follow, and execute. Whether it’s planning for your marriage, starting a new business, having a baby, or buying a home, each significant life stage is made less stressful and more joyful with purposeful financial planning and preparation.
We're devoted to providing the clear direction you need to take control of your path and set goals into action by designing a custom plan to succeed. This is all about getting you to a place where you feel confident that you’re going in the right direction for the long haul.
Let’s start the conversation today to plan your tomorrow.