Benjamin Mart, CFP®

Ben serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly a decade of experience in the financial services industry, Ben offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he was a financial planner at an independent investment advisory firm.

Ben earned a Bachelor of Science degree from the Indiana University Kelley School of Business. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Ben and his wife, Sara, have four young children. In his spare time, Ben enjoys being in the woods, working on home improvement projects and spending time with his family.