Capital Benchmark Partners
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
7000 Central Pkwy Ste 1100, Sandy Spring...Phone Number
(770) 217-1202Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Benchmark Partners
Capital Benchmark Partners is a fee-only wealth management firm that specializes in investment management and retirement planning for high-income earners and business owners. They offer personalized financial planning services, including retirement benefits and business services, with a focus on long-term wealth building. Their clients include six and seven-figure earners, independent contractors, and small business owners across various professions. The firm emphasizes a fiduciary standard, ensuring that their advice is in the best interest of their clients without conflicts of interest.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
$8M
1-10
Private
-
2011
Helen StephensCertified Financial Planner & Retirement Tax Planner & Founder & President
Company Profile Activity
Activity Insights
Capital Benchmark Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Capital Benchmark Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Benchmark Partners.
Capital Benchmark Partners Tech Stack
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Capital Benchmark Partners is a fee-only wealth management firm that specializes in investment management and retirement planning for high-income earners and business owners. They offer personalized financial planning services, including retirement benefits and business services, with a focus on long-term wealth building. Their clients include six... Read More
