Benjamin Smith (CFP®)

Benjamin Smith focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Benjamin is the founder and CEO of an investment advisory firm in Gig Harbor, WA named Briarwood Financial Planning. At Briarwood, he is focused on creating customized investment portfolios guided by strategic wealth planning.

He is experienced in and offers services for the following:

  • Financial Planning
  • Investment Management
  • Business Planning and Consulting
  • Tax Preparation and Planning
  • Estate Planning

Additional Information


  • Certificate in Financial Planning from the College for Financial Planning (CFFP).
  • BA in Business Administration: Economics from Seattle Pacific University.

Benjamin is also active in the community being a coach for his high school’s wrestling team and volunteering for other various organizations.

NAPFA Start Date

January 13, 2023


This Office

3206 50th Street Court Suite 101-E Gig Harbor, WA 98335 Phone: (360) 443-9993