Since 2002, Ben Marshall has been helping clients work towards achieving financial success. As a financial professional, with a degree in economics and an extensive background in banking, he has been helping clients succeed for over two decades. Medical professionals, corporate executives and retirees rely on him for expert financial advice.

With his background in banking, Ben specializes in helping clients manage both sides of their balance sheet. He has developed a highly personalized approach for each client’s planning needs, objectives and goals. When all is said and done, it is the client’s plan, not Ben’s.

Ben believes in a comprehensive financial planning process that begins and ends with the client. His role is to facilitate a process that will help prepare the client for financial independence. He has found that working together with other professionals such as CPA’s, and Estate Planning Attorneys, allows him to provide a higher level of service and expertise to his clients and their families. Educating clients and helping them understand the key elements of Risk Management, Investing, Income Planning, and Wealth Transfer, is one of the key tenets of his practice. It is Ben’s objective to help serve and act as a resource for all of his client’s financial needs.

He successfully completed the demanding requirements to become a Certified Financial Planner®. 

In 2009, Ben and his family moved back to Utah from Northern California, and currently reside in Lehi. They greatly enjoy the fishing, camping, boating, biking and other activities the area offers.