Ben is a Vice President of Financial Planning and a Private Wealth Advisor at Sunpointe Investments.
Ben helps clients design and execute financial plans centered on the most important aspects of their lives. He believes personal finance is truly personal. No two plans are exactly the same because no two people are exactly the same. While sound logic always informs the process, each client’s unique psychology determines how each plan should be built, explained, and followed.
Prior to Sunpointe, Ben worked at The Vanguard Group for seven years, coaching internal and external advisors on financial planning, investment acumen, and practice/business management.
He is a CERTIFIED FINANCIAL PLANNER™ professional, with an undergraduate degree from Immaculata University and his Master’s Degree in Public Administration from West Chester University of Pennsylvania.
Outside of work, Ben and his wife Marykate stay busy raising two children (Avery and James) and corralling two dogs (Duke and Roxie) in King of Prussia, PA. In his downtime, you can find him struggling under a barbell to either lift the weight or complain about it being clearly unliftable.
Who We Serve
Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.
Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.
We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.
We put you at the center of all we do. We specialize in simplifying complex financial lives, enabling you to feel confident about what comes next for you and your family.
Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. As a fiduciary we are obligated to put your needs above our own, therefore our ultimate goal is your success.