Broker Check
Benjamin Wilhelm CRPC®, AAMS®, CKA®

Benjamin Wilhelm CRPC®, AAMS®, CKA®

CEO/Financial Advisor

Ben assists and simplifies your financial affairs to give you the freedom to focus your attention on the things that you enjoy most. Ben guides you – his client, by taking a holistic approach to your retirement needs and assists you with your investments, insurance, income,long-term care planning, and estate plans. Everyday, Ben cares for you as his client, and thinks of each client as a gift from God.

Ben holds two designations from the College for Financial Planning. The Chartered Retirement Planning Counselor (CRPC®) designation has equipped him to assist his clients in planning for one of life’s most important transitions. Ben also has his Accredited Asset Management Specialist (AAMS®) designation where he seeks to maximize his client’s assets by assessing their risk tolerance, time horizon, financial needs and goals.

In 2019 Ben added to his designations by becoming a Certified Kingdom Advisor (CKA®) and joining a community of competent Christian financial advisors. Each year, Ben travels to the Certified Kingdom Advisors annual conference to continually seek and learn more, and be inspired to grow more in the financial faith community.