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

CFP®

Certified Financial Planner™

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ChFC®

Chartered Financial Consultant®

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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

Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Advisory services offered through Allworth Financial, a Registered Investment Advisor

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Profile Last Updated: August 21, 2025