A founder and Director of the Winter Park Wealth Group, Ben has provided sound investment and financial advice since 1984. Ben spent more than 23 years working alongside his father, Richard, who enjoyed a 47-year career beginning in 1962. Today, Ben’s many areas of specialization include financial planning, estate planning, portfolio management and college planning. He has been recognized by Shook Research/Forbes in the Best in State Wealth Advisors rankings every year from 2019 - 2023.
Ben’s mission is to help his clients plan for and achieve the financial goals that are important to them – and to do so by taking the least amount of risk, while providing the highest probability of success. He has seen clients go through the accumulation phase of wealth during their working years, as well as the distribution phase in retirement. As a result, Ben has developed insightful, yet distinct, strategies for addressing both important stages of life.
Ben cares deeply for his clients, and throughout his long career, has always reminded himself that trust and integrity must be earned each day.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Winter Park Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Serves.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/04/2023. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. The ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
2022: 34,925 nominations with more than 6,500 advisors. This ranking is based upon the period from 6/30/20 to 6/30/21 and was released on 4/07/22.
2021: 32,725 nominations with more than 5,000 advisors. This ranking is based upon the period from 6/30/19 to 6/30/20 and was released on 2/11/21.
2020: 32,000 nominations with more than 4,000 advisors. This ranking is based upon the period from 6/30/18 to 6/30/19 and was released on 1/16/20.
2019: 29,334 nominations with more than 3,477 advisors. This ranking is based upon the period from 6/30/17 to 6/30/18 and was released on 2/20/19.
