About
Financial planning for solopreneurs and SBOs.
About me
Hi, I'm Ben. I help solopreneurs and SBOs build and protect their wealth through comprehensive financial planning. I'm a CFP® and my goal is to provide expert guidance that helps you get the most out of your money.
Before going independent, I worked at various wealth management firms, most recently spending 3 years at an UHNW advisory firm supporting multigenerational families worth $50M-$1B+. Now I bring that experience to business owners who want the same caliber of service.
I work with clients across the country via video calls and focus on tax-efficient strategies that make sense for business owners.
If you're looking for an ongoing partner to help you optimize taxes and build long-term wealth, you can book a call or email me.