Benjamin Taylor enjoys answering the question, “When can I retire?” Passionate about helping clients achieve their financial goals, he uses financial planning software to collaborate with them in the decision-making process. This provides a framework to discuss questions, concerns, potential changes, and risk tolerance. This process is more substantial than a paper packet and shows clients the behind-the-scenes work of financial planning. It also helps Benjamin develop a long-term approach that suits the client’s goals. 

Benjamin has his Series 65 and holds a B.S. in Finance: Certified Financial Planning Track with a minor in Accounting from Youngstown State University. He works out of the Akron office on the Financial Advisory/Private Client/Private Wealth team. 

Benjamin lives in Copley, Ohio, and enjoys golfing, playing basketball, and watching Cleveland Sports, such as the Cavaliers and Browns.