Benjamin Barnhart, CFP® Barnhart Wealth Management

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About Benjamin Barnhart, CFP®

I grew up in a rural town in Central Michigan on a small farm across from the local Amish schoolhouse. Math and money were always subjects we talked about growing up, as my father was a high school math teacher. I still remember in 2008, during the global financial crisis, my Dad flipping around the computer monitor and showing me how much his account was down. I’ll never forget the dejected look on his face when he confided that his advisor still had yet to call him.

This experience was remarkably impactful on me and kindled my interest in personal finance. I thought, albeit naively, that I could make an impact based only on ‘what not to do’. Since then, I’ve read anything and everything related to personal finance that I could get my hands on. I believe that wealth management is my calling, and I want to help as many families navigate complex and emotional financial transitions as I can in my career. That responsibility fires me up in the morning and is the source of my passion.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Assets Under Management: 1.00%

SEC Records

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