Benjamin Bross, CFP®, CRPC®, Founding Partner

As an financial consultant, his primary focus is helping his clients to reach their financial goals through a consultative and educational process. His specialties include asset management, retirement planning for businesses and individuals, investments, risk protection, and estate planning strategies.
Ben is a member of the Equitable Advisors Sterling Producer Group and has been a three year recipient of the Five Star Wealth Manager Award. Ben currently resides in center city Philadelphia with his wife, Caroline.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.