About
Ben Loughery, CFP®, CRPC™
Atlanta fee-only fiduciary financial planner. (Pronounced Lockery.)
Ben Loughery, CFP®, CRPC™
Founder & Lead Advisor
Lock Wealth Management is led by Ben Loughery, CFP®, CRPC™, with 10+ years at Capital Group and Invesco. Over the years he has worked with clients across the board — specializing mainly with those near and in retirement — helping create tax-smart income strategies, exploring Roth conversions, and making sure each investment portfolio aligns with their current stage of life.
Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™)
Education
CFP® education at the University of Georgia; B.S. in Finance, University of Dayton
Service & Affiliations
Board Member (Public Relations Chair), Financial Planning Association of Georgia; Member, NAPFA (National Association of Personal Financial Advisors) and XY Planning Network; pro bono financial planning volunteer.
Outside of work
You'll find Ben walking the Atlanta Beltline or around Bobby Jones Golf Course, cooking, exploring new restaurants, waterskiing and wake surfing at Clear Lake, Indiana, and staying active through workouts like Lion Chaser and other fitness activities around Atlanta.
Watch
Insights on YouTube
Short videos on retirement income, Roth conversions, tax planning, and the questions clients ask us most.