About Ben

Many families work hard their entire lives yet never receive the same level of financial guidance afforded to the wealthy. Ben Persyn set out to change that. A financial advisor with a background in education, he combines three years of industry experience with a teacher’s heart for service, focusing on making high-quality investment advice accessible to those who need it most. 

While working in the school district, Ben saw firsthand how many educators and public employees lacked access to personalized financial planning that truly aligned with their long-term goals. That realization drove him to earn his Series 65 license and step into investment advising, where he could offer more than products—he could deliver real solutions. Today, Ben partners with individuals, small business owners, and first responders to design practical, personalized investment strategies that support both near-term stability and lasting wealth. 

Clients describe Ben’s approach as transparent, educational, and rooted in genuine care. He treats every relationship like family, ensuring that clients not only understand their options but also feel confident making informed decisions. Whether he’s guiding someone through market complexities or building a clear retirement roadmap, Ben leads with trust and a commitment to doing what’s right. 

Beyond his professional work, Ben invests in the same energy in his community and family. He plays men’s club rugby and coaches his son’s Little League team—roles that reflect his values of discipline, mentorship, and teamwork. These qualities shape the way he advises, creating partnerships that go beyond finances to support a client’s broader life goals. 

For Ben, financial advising is more than a career—it’s a calling to give back, uplift hardworking families, and ensure that everyone has access to the tools and knowledge needed to build a secure future.