Helping you live your best life.

We are a national financial planning practice dedicated to helping clients achieve financial independence and live the life they want. Our passion lies in guiding individuals and families toward their financial goals with an integrated, stress-free approach to wealth management, ensuring their financial plans support their desired lifestyle.

We specialize in serving the emerging and established affluent, providing tailored financial solutions to meet diverse needs. Our client base includes physicians, professional athletes, business owners, and executives, allowing us to offer comprehensive financial planning services.

Ben is a registered player financial advisor with the NFL Players Association (NFLPA), offering specialized financial expertise to professional athletes.

Forbes has recognized Ben for the second year in a row as one of the 2024 Best-In-State Top Financial Security Professional. 

 

 
Forbes 2024
Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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