Benjamin Beck (CFP®)

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

  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Professional Athletes or Entertainers
  • Retirement Planning & Distribution Rules

Additional Information

We believe that knowing how to embrace and navigate that change, both good and bad, and employing a methodology where decisions are driven by reliable research – not emotion – are at the core of investing success.

We also believe that success requires continuing collaboration and communication with clients, and that a culture deeply instilled with trust and ethics fosters enduring relationships that can be rewarding on many fronts.

Our philosophy is unique, and we’re unwavering about it. Our years of experience navigating the financial markets on behalf of our clients have taught us that successful investing need not be complex. It can be simple, but it takes dedication, discipline, and teamwork. By today’s investing standards, which seem to be run-of the-mill and cookie-cutter in nature, our process is certainly unconventional.

Investments that end up being wildly successful rarely go from obscurity to prominence overnight. It can sometimes take years for an investment to reach its full potential. Successful investors understand this and have historically benefited from their ability to be patient.

We welcome the opportunity to elaborate about our capabilities and unique strategy, and discuss ways for you or your organization to leverage and be better prepared for the ever-changing financial environment. You may connect with us via phone at 617-209-2224 or email me at

NAPFA Start Date

October 20, 2017


This Office

858 Washington St Ste 100 Dedham, MA 02026-6099 Phone: (617) 209-2224