Benjamin Abraham
Partner Advisor
CFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
With almost 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. 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.
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?”
My financial planning approach is centered around deeply understanding my clients and their unique needs. For the past 25 years, I have been humbled by the trust clients continue to place in me, and I find it incredibly rewarding to help them articulate and achieve their lifelong dreams and goals. Navigating the ever-changing landscape of both the world and finances keeps me energized and engaged—no two days are ever the same.
CFP®: CERTIFIED FINANCIAL PLANNER®
ChFC®: Chartered Financial Consultant®
CLU®: Chartered Life Underwriter®
CFS®: Certified Fund Specialist®
RICP®: Retirement Income Certified Professional®
WMCP®: Wealth Management Certified Professional®
CASL®: Chartered Advisor for Senior Living®
I love being in a profession that allows me to help people, form lifelong relationships with clients, and actually see tangible results from the help that I provide.
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