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 Ms. O 
 
 
 
  
I've been with Helen and her team for over five years. When I met Helen, I was at ground zero in terms of planning for my financial future.
Her pitch at our first meeting was "Ms. O, I want your money to outlive you".
That is the case as I transition into the next phase of my journey, getting ready to retire and live my best life.
She and her partners have consistently provided exceptional service and support throughout our relationship, going above and beyond to meet my needs.
They have earned my trust through their dedication, expertise, and commitment to their clients.
  
 
  
 
 
 
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 Scenic Highways423 
 
 
 
  
Very happy with all the wonderful staff at CBP.  They answer all my questions as soon as I ask them and they have been very helpful in guiding us to make good financial decisions.
  
 
  
 
 
 
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 Prime8in Atlanta 
 
 
 
  
It has been well over a decade since my wife and I started our search for a certified financial planner that we both felt very comfortable with.  We finally had the pleasure of meeting Helen Ngo of Capital Benchmarks Partners, and quickly realized that her enthusiasm, expertise and communication skills were the right match for us.  Here we are so many years later and we remain thrilled to be able to continue to work with Helen and her firm.

Working with Helen has truly been an incredible experience. From the initial consultation, a sense of comfort and trust was found with Helen, my wife and myself.  Helen took the time to listen to our specific needs and goals to create a personalized financial plan that has been immensely helpful to us, prior to, and as we entered into retirement.  Helen has a wonderful way of explaining and engaging us both in our financial plans, taking the time to explain things thoroughly. That personal touch has helped us make the most important decisions in our life with great confidence.  Helen’s team at Capital Benchmark Partners are incredibly supportive and responsive, and have always been available to answer our questions completely.  This attention to detail and personalized service is commendable.

Helen and her team at Capital Benchmark Partners are highly recommended by myself and my wife for anyone seeking a financial planner who is knowledgeable, professional, and who genuinely cares about their clients' well-being.

Thank you, Helen, for helping build us a secure financial future!

Jim and Cathy F
  
 
  
 
 
 
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 craig withers 
 
 
 
  
They are fiduciaries who offer the option to pay by the hour. The advice is practical, honest, and addresses not only financial health based solely on investments. They offer advice with a broader vision to ensure our financial health (i.e., legal documents, beneficiaries), is robust and forward thinking. They have improved our financial health and we trust them without reservation. We have recommended them to others and the feedback has been good.
  
 
  
 
 
 
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 Ashley Ross 
 
 
 
  
Helen has been super helpful with my finances for more than 6 years. Through the pandemic, layoffs, getting married, and having children, she's really helped me better understand and manage my money and investments. Cannot recommend her and her team enough!
  
 
  
 
 
 
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 Karen Broido 
 
 
 
  
I love Fernanda, she’s fabulous!!
  
 
  
 
 
 
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 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.
  
 
  
 
 
 
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 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.
  
 
  
 
 
 
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 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.