Ben Wacek, CFP® Wacek Financial Planning, LLC

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About Ben Wacek, CFP®

Ben Wacek is a fee-only, Certified Financial Planner who helps his clients steward their resources in a meaningful way for an affordable price. He uses Biblical principles as he works with his clients to budget, save, and give their money in a way that matches their goals.

Ben has more than seven years of experience as a financial planner and does not have investment minimums allowing him to work with clients of any life stage and net worth. He is based in Minneapolis but utilizes technology to serve clients across the US and around the world.

Ben loves working as a financial planner because of the opportunity that he have to make a difference in peoples’ lives. If he wasn’t a financial planner he likely would have chosen to be either a pastor or a teacher for a similar opportunity to serve others. It is incredibly rewarding for Ben when he is able to help someone develop a plan that helps them to achieve their goals.

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Recently Published

How Does the New Tax Law Affect Charitable Giving?

February 28, 2019

As Christians, we are called to be generous. God has been so generous with us that he expects us to respond in kind. King David so aptly stated, “Everything comes from you, and we have given only what comes from your hand.” (1 Chronicles 29:14)

While we reflect God’s generosity, we should do so wisely. There are certain opportunities available to save on taxes through charitable giving, which can enable us to give even more.

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How to Stay Steady when the Stock Market is Anything but

November 5, 2018

The last nine-and-a-half years have been a fairy tale for Wall Street. We are living in a time of record upon record highs, and a seemingly endless bull market. However, this story has not been without its drama.  In fact, since the start of the bull market in March of 2009, the US stock market has seen 23 pullbacks greater than 5% and last week marked the 8th of more than 10%, which is considered a market correction.  So while the stock market’s roller coaster of an October isn’t abnormal, the scent of vulnerability seems to be increasingly fresh.

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A Biblical View of Work

August 27, 2018

Why do we work?  Or what I'm really asking is, what motivates our work? What deeper purpose are we fulfilling or striving for through our labor?

What I’m really asking is Why do you work?

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Ideal Clients

  • Christian Faith Based
  • Gen Y/Millennials
  • Pastors
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $50+/mo
  • Hourly: $120/hr
  • AUM: 1%

SEC Records

States Registered

  • Minnesota

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