Richard Jakotowicz (CFA®, CFP, MS)

Richard Jakotowicz focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs

Planning Specialties

Benchmark Financial is an independent investment advisory firm serving individuals and businesses, specialized in managing 401(k)’s, 403(b)s, IRA’s, and Trusts. Our independence and fiduciary approach are at the core of our value proposition.  As consumers begin to understand how financial institutions earn their profits, they realize that the only way to get conflict-free advice is through independent advisers. 

We leverage the largest financial institutions in the world allowing us to use each institution for the product or service they are best at. Our clients investments are managed by utilizing the best research and best in-class financial products from multiple financial institutions. This is the future of financial advice, today. Below is a list of the primary institutions whose research and products we utilize.

  • JP Morgan Asset Management
  • Goldman Sachs Asset Management
  • TD Ameritrade Institutional
  • State Street Global Advisors
  • BlackRock
  • Invesco
  • Vangaurd
  • and many others

Additional Information

Richard Jakotowicz, President of Benchmark Financial, spends the majority of his time in the business of financial education. He is the Director of the Financial Planning and Wealth Management program at the University of Delaware.  He teaches undergraduate and graduate courses in financial planning, investments, derivatives, and equity valuation.  You can learn more about Richard and his involvement with the University of Delaware by visiting this website:  sites.udel.edu/richj 

NAPFA Start Date

July 27, 2018

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This Office

PO Box 4088 Greenville, DE 19807-0088 Phone: (302) 635-9760