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Strategic partnership will allow both firms to maintain superior client service while broadening geographic reach and resources

DALLAS–(BUSINESS WIRE)–Benchmark Private Wealth Management has announced that the firm is onboarding Ferguson Wealth Management Group of Waco, Texas. Led by 43-year industry veteran Keith Ferguson, Ferguson Wealth Management selected Benchmark Private Wealth Management as their firm of choice to continue to serve their clients at the highest level. After careful consideration by both parties, they concluded that their business philosophies were superbly aligned. Joining Keith are his son and associate partner Allen Ferguson as well as client liaison Jamie Montgomery.

“An office in Waco broadens the footprint of Benchmark Private Wealth Management, complementing our presence in Austin, Houston, Dallas and Plano,” explains Wayne McCullough, president/managing partner, Benchmark Private Wealth Management. “The opportunity to collaborate with a team that provides thoughtful and personalized client service, as we do at Benchmark PWM, is a unique situation that enhances our growth prospects while maintaining our commitment to authenticity, integrity and respect.”

“The opportunity to create a team such as this is a dream come true for me,” Ferguson stated.

Jonathan Filgo, CEO, and Mike Barnett, Chairman of the Board of Benchmark PWM’s parent company Benchmark Bank, add, “We trust that Ferguson Wealth Management will be a valuable addition to our current team and look forward to their combined efforts building on their stellar reputation to grow Benchmark Private Wealth Management into one of the top RIAs in the region.”

Benchmark Private Wealth Management will continue to seek strategic partners that mirror the company’s four basic core values: trust, integrity, respect and family. Their commitment to a client-first strategy as an RIA with a fee-only platform, open architecture investing, and transparency has allowed Benchmark PWM to experience significant growth since its inception in 2014.

Contacts

Hazel Bailey, Benchmark Bank

[email protected]; 214-675-5523

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