Broker Check

Retirement Planning Strategies

Our first priority is helping you take care of yourself and your family.

Learn more

Tax Sensitive / High Net Worth

Regardless of your net worth, we have strategies that can be implemented to help maximize your portfolio returns while minimizing tax drag.

Learn more

Business Solutions

Whether you’re a sole proprietor, or have hundreds of employees, you can rest knowing that you have the confidence of working with some of the most well-known retirement plan administrators in the industry

Learn more

Benjamin Herrick | Financial Advisor

My reason for becoming a financial professional is deeply personal. The effect that a lack of financial education, discipline, and planning had on my generation was devastating. Repeatedly, I saw friends and family members struggle to find the help they needed to plan their financial future. No matter your stage in life, I am confident that with my training as a financial professional, coupled with my background in education, not only can I help you achieve your goals, but help you feel empowered in doing so.



Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Have a Question?

Thank you!