Ben Weaver, CFP®

Advisor

I am a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients.  In these roles, my priorities are simple:

  • The long-term success of BSW clients.
  • The long-term success of BSW Wealth Partners.

On the former, I’ve been told that my ability to see the bigger picture sets me apart from many advisors.  Although I have a background that includes investment management and am a member of BSW’s Investment Policy Committee, these important roles are not where I add the most value.

Financial security.  Investment evaluation and coordination.  Transition planning and coordination. Tax strategy.  Wealth transfer.  Coordination of strategies with other professionals.  These issues bring a broader scope, the opportunity to influence results, and stand to benefit the most from strategic planning.  I love this stuff.  And I love our clients.  We are in a “people” business and the people we represent are unique, fun, interesting, and real.  It is truly a pleasure to help them.

On the latter, the ability for BSW to remain independent and thrive over the long term will allow for a long standing, potentially multi-generational relationship with our clients.  To do this, we will need to slowly transition ownership of the firm and grow at a pace that supports this process.  The alternative is to sell the firm at some point to a third party, and we don’t believe that is in the best interest of BSW clients or our staff.  I spend a lot of time thinking about this process and ways to achieve these goals.

Prior to joining BSW in 1997, I worked on the equity trading desk at Schwab Institutional. I am a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.

Outside of the office, things I love:

  • Powder skiing or cooking with my wife Lucy.
  • Surfing, swimming, or skiing with my daughters Carson and Jesse.
  • Or just being with any or all of these three amazing gals.

Aside from my family, I love big country and open spaces.  The smell of a field on a summer evening.  And last but certainly not least, chasing most anything that swims with fur, feathers, and a fly rod.

Education, accreditation, leadership and service:

  • BA, University of Richmond
  • CERTIFIED FINANCIAL PLANNER™  certification
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