Ben Petrie

Chicago, IL

Verified Identity

Business Development Consultant at

The Mather Group

Years of Experience

6 years

Number of Clients

100

Average Client Size

$1,000,000

Member Since

2026

Allow Me to Introduce Myself

As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Ben leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investment...

One thing I want my clients to know about me is...

I guide prospective clients through a comprehensive process that includes developing their personalized Financial Plan, optimizing tax strategies, and managing investments to maximize value.

Clientele

Business Owners

Businesswomen

Corporate Executives

Divorcees

High Net Worth Individuals

Retirees

Software Engineers

Surviving Spouses

Individuals to create value through tax strategies and tax efficient investing to increase their net distributable assets.

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Alternative Investments

Cash Flow Analysis

High Net Worth Planning

Philanthropic Planning and Giving

Retirement Income

Tax Minimization Inv...

Tax Preparation

Trust Services

Credentials and Designations

Sustainable, Ethical Accredited Wealth Management Advisor™

Click to learn more

Pricing Models

AUM

Education

University Of Missouri Columbia

Bachelors Degree, Finance and Commercial Real Estate

Obtained in

Advisor Links

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: July 1, 2026