Services Offered
Investment Strategy Guidance
Personalized investment planning to build and manage portfolios aligned with your financial goals and risk tolerance.
Financial Goal Planning
Comprehensive assistance with major life events like home buying, family planning, and retirement savings.
Fiduciary Advisory Services
Unbiased, commission-free financial advice from a trusted fiduciary focused on your best interests.
Budget and Savings Analysis
Expert review of your finances to optimize savings and ensure you live comfortably within your means.
Ongoing Financial Partnership
Continuous support and monitoring with regular check-ins to adapt strategies as your life evolves.
Reviews
5(3 reviews)
Rating Distribution
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M
Michael McDermit
via Google
10 months ago
Ben is not only a wonderful adviser he's a wonderful person. He's very helpful and is very objective and always optimistic. Yes, we have a working relationship but I also consider him a friend.
J
Julia St. Onge-Mayvia Google
over 3 years ago
Ben has been a wonderful ally and partner to my husband and I as we we mapped out our financial future. Thanks to him, we comfortably closed on a home this year and continue to feel confident in our financial outlook. Ben is kind and compassionate, really listening to and understanding us and our needs. It's been a pleasure.
K
Kurk Altmannvia Google
over 5 years ago
My wife and I sought out help from Ben because we needed a way to remove the emotional aspect from our money management. Budgeting has never been our issue; we have always lived within our means. It was what to do with our savings and investments that we had questions with and felt like we couldn’t, by ourselves, make sound decisions. We’re in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals. Along with that, working with someone who is un-biased and compassionate was crucial. It can not be understated how important it was to work with someone who is a fiduciary. We wanted nothing to do with fees, commissions or pressure. Ben has listened more than anything else. He feels like a partner, someone that we can trust and someone who truly wants my wife and I to succeed. He has given us the investment guidance we were in need of which has put us at ease knowing that we have an investment strategy. We’re more than happy paying a monthly fee for the peace of mind and comfort we receive from Ben.
