Benjamin A. Geber, CFP®

gaberBenjamin A. Geber, a Certified Financial Plannerpractitioner, has been in the financial services industry for more than fifteen years. Mr. Geber has been awarded the Registered Financial Consultant professional designation by the International Association of Registered Financial Consultants. He is the president of The Benjamin Financial Group, Inc., a Registered Investment Advisory Firm, and was listed by the Consumers’ Research Council of America, as one of “America’s Best Financial Planners.” Mr. Geber is the head of the life insurance/estate planning division of a national organization of financial planners, who work with over three thousand people. He has been a member of the Million Dollar Roundtable's Top of the Table, an organization recognizing the top half of one percent of insurance agents worldwide. Ben has been a guest on financial radio talk shows as well as a guest speaker at financial events across the country. He is on the board of planned giving for a national charity and is a founding shareholder of a state chartered community bank. Mr. Geber is CEO of Bally Capital Management, LLC, the portfolio manager for a private investment fund. Click here to visit Bally Capital Management, LLC www.ballycapitalmanagement.com

Mr. Geber has provided financial counseling in areas including, but not limited to, estate planning, insurance, and investments. Thousands have attended his estate and financial planning workshops throughout the Maryland, Virginia, and DC areas. Working with the country's top estate planning attorneys and accountants, Mr. Geber helps ensure that over a quarter of a billion dollars will remain in his clients' estates to spend and enjoy for themselves and eventually their heirs. Had holistic planning not been done, this wealth would have been lost to income and estate taxes, fees and possible creditors. The majority of Mr. Geber's insurance and estate planning clients have a personal net worth of over $2 million, including several in excess of $100 million. With Mr. Geber's integrated and coordinated planning, his clients gain asset protection, spousal protection for children, and income and estate tax reduction, on what will be billions of dollars with modest growth, for multiple generations within a family. He has implemented strategies, that were once thought to be only for the extremely high net worth investor, but now can benefit any client who has estate planning concerns. His financial planning services focus on wealth building, wealth preservation, and wealth distribution. Mr. Geber, a graduate of the Temple University School of Business, resides in Vienna, Virginia with his wife Allyson.

cfp

Benjamin A. Geber, CFP® is a Certified Financial Planner professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP(with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

Our Firm and Philosophy

The Benjamin Financial Group, Inc. is a wealth management and estate planning firm. Most advisors call themselves "wealth managers,"



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The Benjamin Financial Group, Inc. is a Registered Investment Advisory firm in Virginia. The Benjamin Financial Group, Inc., works with clients in Virginia and in other states under a de minimus exemption, if applicable. The Benjamin Financial Group, Inc. and Benjamin A. Geber, CFP® are not affiliated with a broker-dealer or insurance company. The information that is provided in the web site has been compiled to the best of our ability. However, The Benjamin Financial Group, Inc. does not make any warranties of any kind, expressed or implied, and will not be held responsible, or liable for errors or omissions resulting in any loss or damage caused or alleged to be caused directly or indirectly, by information contained in this web site. We would emphasize the importance of having other advisors. We are not practicing accountants or attorneys. Independent tax and legal counsel are suggested.