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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Ben McPherson

If you’re looking for normal, you’ve come to the wrong place. Ben strives for excellence and attention to detail in every facet of his life. Being in a combat zone taught him that attention to detail can be a matter of life or death. An absent or mismanaged retirement plan may not have this extreme of a consequence, but it could crush retirement dreams. Financial planning is more than just settling for a generic, cookie-cutter, or one-size-fits-all product. You deserve better. Ben is skilled at designing a specific, high-quality investment portfolio and provides the personal touch of walking with you along his retirement planning process. A customized retirement plan is crucial, and should be tailor-made to fit YOUR specific goals and dreams.

God laid it on Ben’s heart to help people WIN with money and he has learned not to question the passions God puts in his heart, but to pursue them fully. Ben wants to build a long-lasting relationship with you, because when he serves you, you become family. Serving is what makes Ben’s heart beat. He served his country, both as a soldier and as a Federal Agent, and now he is dedicated to serve you. His goal is for everyone he serves to experience Financial Freedom.

Ben is excited to sit down with you, either in person or virtually, to get to know you and to begin walking step by step with you along YOUR financial journey.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Ben:

  • World’s Greatest Dad (not self-proclaimed)
  • 4 high-octane children
  • Dave Ramsey SmartVestor Pro
  • Ramsey Solutions Master Financial Coach
  • Financial Peace University Coordinator
  • On Baby Steps 4, 5, and 6
  • Afghanistan Combat Veteran
  • Army National Guard (16 years)
  • Favorite Book: Rhinoceros Success
  • Securities licensed in 22 states
  • Never watched Star Wars
  • Never been to the moon
  • Never say never
  • Love traveling/exploring, hiking, and golfing (if you play, please tell me)
  • Obsession for pizza
  • Favorite Holiday: Christmas

Locations Served


  • 629-910-7080

State Licenses

Affiliated with all 50 states