A dedicated private wealth advisor at Absaroka Wealth Management, Ben specializes in financial planning and investment management services for business owners and early to mid-career professionals.
Ben's mission is simple: to help clients manage debt and save for retirement, or major purchases, like buying a home, by developing, implementing, and monitoring an efficient financial planning strategy designed specifically for each client.
Ben is proud of his comprehensive process that allows clients to build a scope of engagement for their financial plan to make sure that together, they are always working toward the plan priorities.
For Ben, communication is the foundation of any trusted, long-term relationship. He begins by obtaining a clear understanding of your goals, concerns, and personal vision of success. Once he understands what drives you, he creates a personal financial website and drafts a detailed analysis of your current situation. From there, he takes a deep dive into various areas such as retirement, business and estate planning. Once the financial plan is implemented, the monitoring phase begins which involves monthly reports and quarterly face-to-face, check-in meetings.
As a CFP® professional, Ben has pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Working in a fiduciary capacity, not only is it Ben's professional duty to put his clients' needs first, but he considers it his personal moral duty to act in their best interest while maintaining full transparency throughout the financial planning process.
Ben graduated from the University of North Dakota with a Bachelor of Business Administration degree in Entrepreneurship.
Outside of the office, Ben enjoys spending quality time with family and friends, and outdoor activities like fishing and hiking. Locally, he is a member of the Cody Lions Club, the Optimist Club, and Next Gen Park County.
As an independent financial planning and wealth management firm in our hometown office of Cody, we offer comprehensive, independent advice to individuals, business owners and multi-generational families. Our mission is to have a meaningful impact on our clients financial lives by striving to provide confidence that someone with integrity is in their corner throughout every stage in life. The result: we'll aspire to help you design your own personal legacy thatis suitable for you and your personal vision of success.
Working as a fiduciary to our advisory clients, it is our legal duty to put our clientsneeds first, and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we have, and the honest work we seek to do for the people we serve.
General Information |
Firm Start Year: | 2017 | |
Number of Years with Current Firm: | 4 |
Work with the following types of clients: | Individual Investors, Businesses |
Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management |
Services |
Investment Types: | Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance |
Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Video Conference |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability |
Firm Information |
Assets Managed by Firm: | $80,000,000 |
Assets Managed by Advisor: | $16,000,000 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $50,000 |
Compensation Methods: | Flat Fee, Commissions, Based on Assets, Hourly |
Fee % Based on Assets: | 1.25 |
Hourly Rate: | $250 |
Education |
Bachelors of Business Administration - Entrepreneurship | University of North Dakota
- Grand Forks, North Dakota 08/01/2016-05/19/2019 |
Disclosures |
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 9:00 AM - 6:00 PM |
Tue. | 9:00 AM - 6:00 PM |
Wed. | 9:00 AM - 6:00 PM |
Thu. | 9:00 AM - 6:00 PM |
Fri. | 9:00 AM - 6:00 PM |
Billings, MT, Wyoming |