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Having worked closely with several EWA team members in the past, Ben was swiftly welcomed to EWA at the onset of 2022. He has several years of experience building and implementing individualized financial plans for his clients. He thrives in building meaningful relationships and playing a key role in his clients’ financial journey.
Ben graduated from Ohio State University with a B.A. in Economics. In character with his strong dedication to growth, he has the Certified Financial Planner designation, as well as an Executive Certificate in Financial Planning from Duquesne University.
Ben resides in Shadyside and enjoys reading, trying new restaurants, and (over) managing his fantasy football and baseball teams. On a Saturday in the Fall, you might find Ben making a trip to Columbus for an Ohio State football game
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
*See reference 1 and reference 2 for more information about the above-mentioned statistic.
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