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Benjamin Beck, CFP® | Managing Partner

The financial industry fascinates me; I truly love what I do. By far, the most gratifying aspect of my work is the trust and responsibility clients instill in me to help them pursue their financial and life goals.”

Working in the investment world since 2004, Ben manages money for an array of investors and is directly responsible for executing investment strategies on behalf of individuals as well as corporations. His work includes the necessary and proper planning surrounding important financial events such as retirement, selling of a business, real estate, and other “liquidity events.” While appreciative for the skills and expertise he acquired at top Wall Street firms and running the Beck Bode Group at Merrill Lynch in Boston, Ben also learned what doesn’t work for clients in these traditional financial environments. Along the way, he discovered better ways to serve clients and their individual needs, including a highly disciplined and time-tested investing methodology.

In 2013, Ben and Co-Managing Partner Jim Bode, set out to create a firm based on their real-life experiences; one that reflects the financial world we live in today, and what matters most to clients. An organization that embodies a culture firmly grounded in the principles of trust, ethics and reliability, which results in mutually rewarding relationships with clients. Ben’s commitment to embrace these principles is further demonstrated by serving as an arbitrator for the Financial Industry Regulatory Authority (FINRA). Highly selective, FINRA only certifies those to serve who are “neutral, qualified individuals who are essential in maintaining a fair, impartial and efficient system of arbitration”.

Finances aren’t Ben’s only passion, Ben loves being a dad of “three under three” with his wife, Danielle. For him, there’s nothing better than getting home to them after a busy workday. He’s also loyal to his squash and CrossFit workouts, his recipe for staying of sound body and mind — a ritual that stems from his days playing baseball at Northeastern University and professionally for a number of years before launching his financial career.

 

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