Ben Loughery

Atlanta, GA

Verified Identity

Financial Planner at

Lock Wealth Management

Years of Experience

12 years

Number of Clients

Average Client Size

$3,000,000

Member Since

2026

Allow Me to Introduce Myself

Lock Wealth Management is led by Ben Loughery, CFP®, CRPC™, with 10+ years at Capital Group and Invesco. Over the years he has worked with clients across the board specializing mainly with those near and in retirement — helping create tax-smart income strategies, exploring Roth conversions, and maki...

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

Outside of work you'll find Ben walking the Atlanta Beltline or around Bobby Jones Golf Course, cooking, exploring new restaurants, waterskiing and wake surfing at Clear Lake, Indiana, and staying active through workouts like Lion Chaser and other fitness activities around Atlanta.

Clientele

Inheritors

Real Estate Agents

Professional Athletes

Retirees

Ultra High Net Worth Individuals

Tech Employees

Corporate Executives

Single Mothers

High Net Worth Individuals

Women in Tech

Divorcees

Entrepreneurs

Business Owners

Tech Sales

Government Contractors

Teachers

Businesswomen

Services Provided

Investment Management

Estate Planning Strategies

Financial Planning

Investment Planning

Specialties and Expertise

Cash Flow Analysis

High Net Worth Planning

Portfolio Construction

Business Ownership Strategies

Tax Minimization Inv...

Alternative Investments

Wealth Accumulation ...

Business Valuation Planning

Succession Planning

Debt Management

Philanthropic Planning and Giving

Ultra High Net Worth Planning

Retirement Income

Sports and Entertainment

Endowments & Charities

Business Continuity Planning

Credentials and Designations

Certified Financial Planner™

Click to learn more

Pricing Models

AUMFlat Fee

Education

University of Dayton

Bachelor of Science in Finance

Obtained in 2008

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: August 18, 2026