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 more important to me than family” said Ben. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, he has also earned the ChFC®, CLU®, CFS®, RICP®, WMCP®, and the CASL® designations. A lifelong athlete, he is not only a native Kentuckian, but is also a graduate of the University of Louisville. A student of all things related to investing and finance, he has a passion for helping animals and is an active board member on various Indianapolis-area charitable entities. In his spare time, he loves to be with his family, collects fine whiskey (especially Kentucky bourbon), plays basketball and enjoys being physically fit. He also cheers for all University of Louisville athletic teams and has a passion for BBQ and smoking meat. Ben and his wife, Nichole, live with their two daughters, Isabella and Eleanor, and Norman the dog, in Carmel, Indiana.
More
Specialties and Expertise
6
High Net Worth Planning
Portfolio Construction
Business Ownership Strategies
Succession Planning
Tax Minimization Investment Strategies
Cash Flow Analysis
Clientele
5
Wealthy Families
High Net Worth Individuals
Business Owners
Corporate Executives
Ultra High Net Worth Individuals
Credentials and Designations
6
Certified Financial Planner™
Chartered Financial Consultant®
Chartered Life Underwriter®
Certified Fund Specialist
Retirement Income Certified Professional®
Wealth Management Certified Professional®
Education
1
University of LouisvilleBachelor's DegreeYear Obtained: 1997
AdvisorFinder does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by AdvisorFinder. AdvisorFinder is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AdvisorFinder of such content or services. Use your discretion. AdvisorFinder does not manage client funds or hold custody of assets. AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.