Back to Search Favorites List

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

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

3705 Kennett Pike The Holladay House, 2nd Floor Greenville, DE 19807 Phone: (302) 635-9760
View
Visit Website