Helen Ngo
CFP®
Capital Benchmark Partners, LLC
Founder & CEO
Helen Ngo
CFP®
Capital Benchmark Partners, LLC
Founder & CEO
Planning for your future is an investment in your long-term financial well-being. - Helen Ngo, CFP®
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Founded Oct 2013.
Capital Benchmark Partners, LLC was founded with one mission in mind: Make financial planning straight forward and accessible for clients of all income levels.
Like most situations in life, financial success is relative. In the investment world, a benchmark is set as a measuring stick to determine how well a particular investment is doing relative to it. So, when it comes to your personal finances, you have to set your own benchmark to gauge how well you’re actually doing. As your life changes, we will work together to make adjustments to your financial plan where necessary.
Our services extend well beyond recommending investments. Our goal is to make financial planning easy for you to understand, follow, and execute so that you can confidently live the lifestyle you want.
Helen Ngo, CFP® is the Founder and CEO of Capital Benchmark Partners, LLC, an independent financial planning firm based in Atlanta, GA. Helen tailors her practice to serve women attorneys and entrepreneurs, equipping them with the proper tools and strategic planning techniques to make financially mindful decisions and be independent. Her unique style and approach to business has allowed her to expand her business to accommodate clients nationally and overseas. Helen is often featured in major financial news outlets including CNBC, Forbes, NerdWallet, CBS Money, and Investor’s Business Daily. A comprehensive list of Helen's press features can be found here.
Helen Ngo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
YOUR LIFE MILESTONES ARE TOO IMPORTANT NOT TO DISCUSS.
We all have those days where you can’t see past dinner time, let alone plan for 20 to 30 years down the road. Perhaps a financial plan of action is in place for the next month or year, but after that your plan is a bit hazy or your needs are more complicated.
How do you start that dialogue about future plans and simplify these needs?
We're devoted to providing the tools to help you take control of your financial path and set goals into action by designing a strategic plan around them. This doesn’t mean the plan won’t change; these strategies are about getting you to a place where you feel confident that you’re going in the right direction for the long haul.
Whether it’s preparing for marriage, starting a new business, having a baby or any major life benchmark, significant life changes require financial preparation.
Let’s start the conversation today to plan your tomorrow.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Personal & Business Tax Planning
- Planning for New Businesses
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Newlyweds & New Parents
- Women Owned Businesses ( law practices/consulting/medical)
- Business Start-Ups
- Retirees and Near Retirees
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
Professional Designations & Affiliations
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Helen Ngo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Helen Ngo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Helen Ngo is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Helen Ngo is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Helen Ngo is a Featured Guest on the Brown Ambition Podcast: "Planning Your Kids’ Financial Futures"
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The Bird Means Business Podcast Hosts "Money Talk with Financial Planner, Helen Ngo"
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Helen Ngo is Quoted on Bloomberg: "Recessions Lead People to Make Big Money Mistakes — Financial planners share what they tell clients not to do."
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Helen Ngo is Quoted in US News and World Report: "A Midyear Retirement Savings Checkup"
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Helen Ngo is Quoted on CNBC: "The 401(k) follies: The right and wrong way to save"
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Helen Ngo is Quoted in USA Today: "Credit Card U? How plastic helps students learn budgeting"
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Helen Ngo is Quoted in Forbes: "Earnings Preview: What to expect from Cigna on Friday"
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Helen Ngo is Quoted in Financial Planning Magazine: "Advisors going beyond AUM"
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Helen Ngo is Quoted on CBS News - Moneywatch: "Is it ever OK to raid your 401(k)?"
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Helen Ngo is Quoted on CNBC: "Smartest, dumbest things people do with 401(k) funds"
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Helen Ngo is Quoted on CNBC: "This is what’s keeping millennials up at night"
Contact Helen Ngo
Office Locations:
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2342 Perimeter Park Drive
Suite 200
Atlanta, GA 30341
