Ben Schwartz, CFP®, AIF®

Wealth Manager

Border

Ben brought with him several years of experience in investment management and financial planning when he arrived at Plancorp in 2013. Ben’s immersion in the industry gives him the insight necessary to determine customized and thoughtful solutions for each of his clients.

Born in Denmark, Ben was raised primarily in North Carolina after his family moved to the U.S. at the age of 4. He earned a degree in Business Management from North Carolina State University. Not long after graduation, he met his now-wife Megan while living in Charlotte, and the two of them eventually migrated to her home town of St. Louis.

In his free time, Ben enjoys traveling, exercising and eating good food. He also has a strong passion and a deep knowledge of a variety of genres of music.

Insights

Lessons from "Less Stress, More Time" Workshop

We often think of “fight or flight” mode as it applies to animals. When your dog hears thunder, maybe he growls—or sprints..

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Tackling the Investment Gap

We’ve heard a lot about the wage gap in the last decade or so, but the investment gap is just starting to get more press...

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Q1 2018 Newsletter: Chris Kerckhoff Named a Forbes "Best-In-State Wealth Advisor"

Each quarter, Plancorp publishes a newsletter to keep our clients apprised of everything from market activity to Plancorp..

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