Benjamin Taylor, CFP®
Wealth Advisor, Partner
Ben graduated from Kalamazoo College with a Bachelor’s degree in Philosophy and brings thirteen years of experience in financial services. As a CFP® professional, having met the CFP Board’s rigorous education, examination, and ethical standards, he holds one of the most widely recognized credentials in comprehensive financial planning.
As a Partner and Wealth Advisor, Ben leads the firm’s tax planning work, helping clients navigate complex tax situations and build strategies that integrate their investments, retirement income, and long-term goals in a tax-aware way. He works closely with clients’ CPAs and attorneys to coordinate planning across disciplines and is grounded in the belief that good financial planning is built on education, clear communication, and putting the client’s interests first.
Outside of work, Ben’s life centers on his family. He and his wife, Megan, enjoy traveling together, trying new restaurants, and taking in live theater. Their older son, Jonathan, plays soccer and piano, while their younger son, Elliot, plays baseball and is a talented young artist. Ben is an avid home bartender, frequently sharing new cocktails with family and friends.
