wealth team
Benchmark Financial Advisors
$300MBook of businessas reported in coverage
2Advisors
Sewickley, PAMarket
1Moves on our record
The lineage
until Nov 8, 2026PRIORAscentis Independent Advisors
Nov 8, 2026CURRENTConcurrent Investment Advisors
Nov 6, 2026team liftoutAscentis Independent Advisors, LLC → Concurrent Investment Advisors
No published coverage yet.