Benjamin Small,
CFP®
Ben is a CFP® professional and a Certified Financial Fiduciary®. Ben began working with Cornerstone Wealth Planning in 2023. Before joining Cornerstone, he had an advisor support role at Vanguard, and prior to that, he worked in project management and operations for Chick-fil-A and other companies. He desires to help clients achieve their goals and experience a purposeful and peaceful retirement through personalized financial planning.
Ben is a Charlotte native and graduated from The University of North Carolina at Charlotte with a degree in accounting. Ben and his wife, Moriah, have one son, Lee, who was born in 2023. They attend Mercy Church and actively serve in various capacities at the Union County location.
Your Best Life Starts on a Solid Cornerstone
A solid plan serves as the true foundation for a life well-lived. Our experienced team can help you create a plan that allows you to focus on what matters most to you and your family.
