BENJAMIN M. WALLER, CFA, CFP®
Ben joined WBH Advisory in 2009 and has served the firm and its clients in several capacities over those years on his way to becoming a Senior Wealth Advisor. Ben uses his experience and training to help clients make informed choices to reach their desired outcomes. As a CFA® charterholder and Certified Financial Planner® practitioner, Ben has the depth and breadth of knowledge to provide financial planning and investment management, while advising clients on wide ranging issues related to their financial lives. Ben aims to alleviate the stress that often comes with financial decision-making by giving clients the knowledge and support to make thoughtful, confident choices.
A member of NAPFA, the National Association of Personal Financial Advisors, Ben believes strongly in providing objective financial advice for the individuals and families that he serves. Ben's personal mission is to help clients, friends and family avoid the pitfalls to which investors often fall prey.
Ben attended The Gilman School in Baltimore before graduating from Franklin and Marshall College with a Bachelors degree in Business and English. Ben lives in Baltimore County with his wife, Tracy, and two children, Emilia and Henry.