Benjamin Schmid (CFP®, CKA®)

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

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Generation X
  • Millennials
  • Real Estate Investments

Planning Specialties

Ketwich Capital LLC is a fee-only financial advisory firm for professionals & families regarding their personal finance & investment needs.

Additional Information

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families in urban cities. Ben is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor®, and graduated from Rutgers Business School with a Bachelors of Science in Finance. Ben's passion for investing began when he bought his first mutual fund at age eleven. Throughout his career, Ben has felt called to greater stewardship of capital and has become a fierce advocate of fiduciary standards. Prior to Ket-Cap, Ben spent a decade working on Wall Street. As an equity analyst at UBS in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and how a clear financial plan is vital during difficult times. Before founding Ket-Cap in 2017, Ben worked in investment management at Neuberger Berman alongside a variety of fund managers. In his personal time, Ben loves to travel with his wife Helen and their son. He also loves to read anything related to business & investing, military history (especially WWII), and theology.

NAPFA Start Date

August 21, 2017


This Office

26 Tranquility Drive Malvern, PA 19355-9669 Phone: (646) 389-9446