Benjamin Abraham
Indianapolis, IN
Verified Identity
Partner Advisor at
Allworth Financial
Years of Experience
24 years
Member Since
2024
Allow Me to Introduce Myself
With almost 25 years of financial sector experience, Benjamin Abraham is a partner-advisor in Allworth’s Indianapolis office. “I want my all my clients to feel that they are receiving an exemplary level of attention, insight, and professionalism. I treat all my clients like family and nothing is mor...
Clientele
Wealthy Families
High Net Worth Individuals
Business Owners
Corporate Executives
Ultra High Net Worth Individuals
Services Provided
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Specialties and Expertise
High Net Worth Planning
Portfolio Construction
Business Ownership Strategies
Succession Planning
Tax Minimization Inv...
Cash Flow Analysis
Credentials and Designations
Certified Financial Planner™
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Chartered Financial Consultant®
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Chartered Life Underwriter®
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Pricing Models
Flat FeeAUM
Education
University of Louisville
Bachelor's Degree
Obtained in 1997
Previous Work Experience
Allworth Financial
Certified Financial Planner/Partner Advisor
2023 - Present
One to One Financial Advisors
Certified Financial Planner
2000 - 2023
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Advisory services offered through Allworth Financial, a Registered Investment Advisor
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Profile Last Updated: August 21, 2025