Capital Benchmark Partners - Atlanta, Georgia

Bionca S. F.

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.

Jeff D.

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.

Ana-Marie C.

Regardless of income, this group of professionals are amazing at expanding your portfolio and investing with your best interest in mind.

We met Helen about 6 years ago and have appreciated how honest and straightforward she was. She has never sugar coated or made empty promises. She set out a financial plan that we could (a) easily understand and (b) lined out with our financial goals. And during the 5 years we’ve been with her, she has made a substantial impact on our portfolio.

Something that really stood out is the way she navigates between my husband and I. We both have different ways of understanding and processing information, and Helen will take time to meet with us if one, or both of us aren’t understanding or have questions. The same is said for her team. I get responses within an hour if not sooner! They make us feel like their only clients!

We appreciate Helen and her team!

Corey G.

Helen, Karishma and the whole team at Capital Benchmark Partners have been a joy to work with. Helen came highly recommended from an attorney friend, and she's lived up to the hype - and then some. She's always responsive, even to probably simple / ridiculous financial planning questions. And she has simplified our financial planning lives to the point where she takes care of 99% of everything we need to do, while giving us clear instructions and take-aways to accomplish the other little bit ourselves. I recommend Helen's team to everyone I talk to about financial planning (mercifully for me, not too many) and would recommend Capital Benchmark Partners to anyone else looking for a highly competent, organized and responsive financial planner.

Eva C.

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.

Andy P.

I've been a client of Helen and Capital Benchmark Partners for at least five years by now, maybe more. Her team is excellent, responsive, and responsible in all the ways that motivate me to be better in control of my finances. Highly recommended.

Joanna P.

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.