About Us

As a fee-only fiduciary, Ben and his team are committed to empowering individuals and businesses with expert financial planning, investment management, and retirement strategies tailored to your unique needs. We are here to guide you towards achieving your long-term financial goals with confidence and clarity.

Our Mission

Our mission is to foster long-term financial success for our clients and help them lead the best lives they can. We are devoted to providing exceptional financial advisory services, equipping our clients with the knowledge, tools, and personalized strategies necessary to make well-informed financial decisions, build wealth, and safeguard their financial future.

Benjamin Coats

With over 15 years of experience in private equity, finance, and executive leadership, I bring a unique perspective to wealth management that combines analytical rigor with a genuine commitment to helping clients achieve their financial goals.

My Expertise

With a varied and comprehensive background in finance, I bring a diverse skill set to wealth management. My experience includes executive leadership for a international public company, private equity investment analysis and operations, mining and commodity investing, running my own companies, and guiding high-growth startups through critical funding stages. This breadth of financial experience allows me to provide comprehensive wealth management strategies tailored to navigate complex financial objectives in any market environment.

Beyond Finance

When I'm not helping clients navigate their financial journeys, you'll find me exploring the outdoors. As an avid backpacker who has thru-hiked the 2,650-mile Pacific Crest Trail, I understand the importance of preparation, persistence, and strategic thinking—qualities I bring to every client relationship. My passion for skiing and scuba diving reflects my belief in living life to the fullest while maintaining a balanced approach to wealth and well-being.

Education

MBA, Harvard Business School

JD, Columbia University

BA, Brigham Young University

National Merit Scholar

Fulbright Scholar (Northern Macedonia)