Loading...
Specialties
With over 25 years of financial sector experience, Benjamin Abraham is a Partner Advisor in Allworth’s Indianapolis office.
In addition to being a CERTIFIED FINANCIAL PLANNER® professional, he has also earned the ChFC®, CLU®, CFS®, RICP®, WMCP®, and CASL® designations. A native Kentuckian and graduate of the University of Louisville, he continues to be a student of all things related to investing and finance—and as a lifelong athlete, cheers for all Cardinals athletic teams. I treat all my clients like family, and nothing is more important to me than family. That’s why my clients can expect a partnership that centers around an exemplary level of attention, insight, and professionalism. Our work together begins by understanding their goals: What they want to accomplish by working with me, what is important about money to them, and what financial milestones they would like to reach. By gaining a deeper understanding of their needs, I can prioritize their goals and deliver proactive planning and investment strategies that evolve with our relationship. With every decision and strategy, I am always asking myself, “Are we helping them achieve what’s important to them, and are they moving closer to their goals?” In his spare time, Ben enjoys spending time with his family, collecting fine whiskey (especially Kentucky bourbon), staying fit, and nurturing his passion for BBQ and smoking meats. Also committed to making a difference, he is an advocate for animal welfare and volunteers his time as an active board member for multiple charitable organizations in the Indianapolis community. Ben and his wife, Nichole, live with their two daughters, Isabella and Eleanor, and Norman the dog, in Carmel, Indiana.
♥
Always free for clients.
CFP, CFS, CHFC, CLU, CASL, RICP, WMCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Securities offered through AW Securities, a registered Broker-Dealer member of FINRA/SIPC. Advisory services offered through Allworth Financial, LP, an investment adviser registered with the SEC. Time sensitive transactional directives including, but not limited to, orders to buy or sell securities, will not be accepted via email. Questions? Contact us at (888) 242-6766, email us at info@allworthfinancial.com or via regular mail at 340 Palladio Parkway, Suite 501, Folsom, CA, 95630.