Benjamin Weaver (CRD# 2900111)
Ben is an Advisor and managing principal of BSW Wealth Partners. In this role, he helps our clients solve problems and grow money by developing objective “big picture” strategies, communicating them clearly, and ensuring that they are implemented and monitored appropriately. He spent several years in the portfolio management world, but now focuses time primarily in the development and coordination of advantageous retirement, tax, investment, and estate planning strategies. Along these lines, he spends most of his time understanding client goals, and then coordinating efforts within BSW, as well as with other trusted professionals, to liberate clients and achieve their goals.
Prior to joining BSW in 1997, Ben worked on the equity trading desk at Schwab Institutional. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.
Before settling into his financial career, Ben was a fly fishing guide and powderhound in Steamboat Springs for five years. Outside of the office, his passions remain telemark skiing, fly fishing, and now, above all, family: wife Lucy and daughters Carson and Jesse.
Education, accreditation, leadership and service:
- BA, University of Richmond
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bsw Wealth Partners | Boulder, CO | Jan 2010 - Current | 14 |
| R3 Returns, LLC | Boulder, CO | Jan 2015 - Mar 2023 | 8 |
| R3 Returns | Boulder, CO | Apr 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- CO
- TX
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Total Assets Under Management1,837MILLIONS
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Total Number of Accounts3,752ACCOUNTS
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Average Account Value$489,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DC, FL, HI, IA, MA, NC, NM, NY, OR, SD, TX, UT, VA
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