Ben Waller (CFA, CFP®)

Ben Waller focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Ben has been working as a financial advisor and portfolio manager with WBH Advisory, Inc., a fee-only Registered Investment Advisor, since 2009. With over $1 billion in assets under management as of 12/31/2021, WBH offers to provide clients with targeted financial planning and client centered investment management services. The goal at WBH is to alleviate the stress that often comes with financial decision-making by giving clients the knowledge and support to make informed, confident choices.

Ben and his colleagues work as a team, allowing clients to benefit from their collective knowledge and experience. Through the financial planning process, they provide actionable advice so that clients can proceed efficiently toward their goals.

Additional Information

A native of Baltimore, Ben lives in Canton with his wife, Tracy, daughter Emilia, and their dog, Penny. Ben graduated from the Gilman School before attending Franklin and Marshall College, where he majored in Business and English. He enjoys spending time with family, playing golf, reading, and trips to the park with the dog.