Schedule Complimentary Consultation

If you’d like to see how we can bring clarity to your finances and investments, schedule a complimentary “Get Acquainted” call.

Before You Request a Meeting

To ensure we’re the best fit for your financial goals, please review our two service options below.

Service Option 1: Hourly Financial Planning (DIY Approach)
- Billing: $5,000 retainer (~12.5 hours at $400/hr; billed monthly once depleted).
- Best For: Self-directed clients who want advice only and a custom plan, but prefer to handle trade execution, rebalancing, and account maintenance themselves.

Service Option 2: Asset Management (Comprehensive, Full-Service Management)
- Billing: Quarterly based on managed assets — 1.30% under $1M | 0.95% at $1M and above.
- Best For: Clients looking for comprehensive, turnkey support and management. We take care of everything—financial planning and execution, portfolio trading and rebalancing, tax planning, day-to-day account admin, and coordination with your CPA and attorneys.

View our full Firm Brochure (Form ADV Part 2) for detailed fee and business disclosures.

DISCLAIMER: We respect your privacy and will not share your contact information with outside parties. By scheduling an appointment and providing your information, you will receive future correspondences from us. You can unsubscribe at any time.

What to Expect During the Meeting

We will discuss your goals and the concerns that prompted you to reach out.

We meet virtually on video to explore your situation in more detail. We will share how we may be able to help you and together we will decide if we are a mutual fit.

IMPORTANT: This meeting does not establish a Client-Advisor relationship. Items discussed during the meeting is for informational purposes only.

Jeff deRopp

Helen at CBP gave me an excellent and detailed review of my overall financial picture. She included voluminous information and analysis of all my investments and provided very helpful projections of my IRA RMDs. Helen is very responsive and is sensitive to my needs as an investor. Lastly, I appreciate that CPB offers fee-only services in a financial advisor landscape where that is becoming harder to find. I look forward to continue to utilize Helen and CBP in the future.

Eva Clark

Helen Ngo has been a valuable resource to me as a professional and fellow small business owner over the last five years. She is intelligent, responsive and very trustworthy. I'd highly recommend her to anyone.

Joanna Pera

Responsive, outstanding follow through, professional, strategic and results oriented. I couldn't be happier with my choice to use Helen and her team of professionals. Five stars all the way.

Bionca St Fleur

I’ve been working with Helen and her team for almost two years now, and I couldn’t be more pleased with their service. They are organized, thorough, and always take the time to understand my financial goals. Whether it's long-term planning or short-term adjustments, Helen ensures everything is carefully mapped out, helping me stay on track. Her team’s attention to detail and professionalism have made a big difference in my financial planning. Highly Highly recommend!

Rob M

My wife and I have used Capital Benchmark Partners for over five years. I feel comfortable in doing my own investing, but I have had Helen do a financial plan and then an update as I approached retirement. I am thoroughly pleased with our plan and services. This firm has done exactly what I needed and wanted. They will tailor their services to what you request. This firm meets the highest definition of a fiduciary, and I would highly recommend Capital Benchmark Partners.

Minal Patel

I have enjoyed working with the team at capital benchmark partners. I have been a client for over 10 years and they are highly recommended.

Susan Frederick

I was searching for a financial planner prior to planning for retirement. Capital Benchmark was referred by a friend. Helen and her team have been very professional, easy to work with and have provided good financial advice.

Corinne Levy

Helen and her team are incredibly organized, tech savvy, and knowledgeable. CBP has helped us to invest our money and stay on track toward a secure future for our family.

Click Here to Meet with A Financial Advisor

Schedule Complimentary Consultation

If you’d like to see how we can bring clarity to your finances and investments, schedule a complimentary “Get Acquainted” call.

Before You Request a Meeting

To ensure we’re the best fit for your financial goals, please review our two service options below.

What to Expect During the Meeting

We will discuss your goals and the concerns that prompted you to reach out.

We meet virtually on video to explore your situation in more detail. We will share how we may be able to help you and together we will decide if we are a mutual fit.

IMPORTANT: This meeting does not establish a Client-Advisor relationship. Items discussed during the meeting is for informational purposes only.

get around

work with us

legal

© 2013-2026 Capital Benchmark Partners, LLC. All Rights Reserved.