From our clients:


Ben is a wellspring of financial knowledge. He is a patient, disciplined investor, who works carefully with each client to help them realize their goals. We feel like we are in great hands with his consistent returns, and professional ethic.

I have been working with Ben for 3 years. He is extremely professional, intelligent and helpful, and always has my interests in mind. He consistently checks up on me. It is this personal touch that separates Ben from other Investment Advisors that I have used in the past. 

Ben is my most trusted source of financial advice. He’s provided me with consistent returns through his Growth Portfolio and I have full faith in his abilities to pick winning stocks and limit risk. I’ve happily referred my family, friends and co-workers to Ben. I recommend you meet him to understand his unique rules to investing.

I have immense confidence in Ben. In fact, after seeing how superb a job he was doing, I have referred Ben to many friends and colleagues, not to mention my own family members. Ben takes the long view and is always open, accessible and candid. I look forward to continued investment growth under his guidance.

Thank you for doing such a great job through the volatility. It's good to know that you're taking such good care of things.

I have been working with Ben for over four years now, and in that time he has surpassed all expectations I had for wealth management. Ben took the time to understand my personal and financial goals and helped put my mind at ease. Ben is someone I trust wholeheartedly to make the best decisions regarding my personal financial goals. He is honest, reliable, and hugely knowledgeable. I highly recommended his services.


Ben has been advising my family for several years. He has provided high quality returns without taking excess risk. We have been continually impressed with his service and standards. Working with Ben is a pleasure.


Thanks Ben for your watchful eye. It's a nice feeling of security.