How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


Benjamin Goldstein, CFP

Senior Vice President–Wealth Management

Insight grounded in experience

Having built his wealth management practice from the ground up, Ben has a solid understanding of the needs and goals of the individuals he serves. He's walked with his clients through both the high points and challenges in their lives. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER (CFP®), Ben understands the human element in working with his clients. He is not your typical CFP professional. While he delivers strategic thinking and numbers-based analysis, Ben's focus is on people and relationships. He enjoys connecting his tactical expertise with the human side of wealth management—learning what matters to his clients, what makes them worry, what brings them joy. He is a born teacher and his approach is always one of collaboration and education.

Though only in his early-forty's, Ben already has more than twenty years of experience at the firm. This means that he offers clients the expertise of a seasoned advisor while having many years ahead of him to work with his clients throughout their retirement and golden years.

Successful individuals and families work with Ben to:

  • Develop and implement comprehensive financial plans to help them reach their financial dreams.
  • Obtain an independent second opinion from a top financial advisor in their community.
  • Make educated decisions in today’s uncertain political, economic and social environment.
  • Integrate their current CPA and Attorney with Ben's expert team in order to streamline and optimize the financial decision-making process.
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV


  • B.S. Business Management, North Carolina State University


3700 Glenwood Avenue
Suite 300
Raleigh, NC 27612
  • (919) 785-2527

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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