Benjamin Knight

I believe in taking a holistic and comprehensive approach to financial planning—one that focuses not just on numbers, but on the people behind them. My team and I make it a priority to truly understand each client’s unique goals, concerns, and circumstances, allowing us to craft a strategy that fits their life. We’re here every step of the process, and I do my best to make it as simple and straightforward as possible.

The CFP® professional designation is a standard of excellence that requires adherence to a rigorous code of ethics, commitment to fiduciary duty, and a comprehensive understanding of all aspects of financial planning—retirement, tax, estate, insurance, and investments. I proudly hold myself to these high standards. My team and I are committed to recommending the best solutions for each client. No proprietary products, no sales tactics—just clear and transparent professional advice delivered in a digestible manner. It’s an academic and objective blend of math, science, and art.

At the core of my approach are the people we serve and the process we deliver. This philosophy has been influenced by the wisdom of entrepreneur Marcus Lemonis, who often talks about the importance of “the three P’s” (People, Process, and Product). Here at Allworth, we’re proud of the comprehensive and personalized financial planning process we deliver; in turn, the connection we cultivate with our clients becomes the most rewarding part of our profession. The product and solutions we utilize are simply the result of applying the optimal approach to client’s situation at hand. My methodology is to approach each situation with the same level of care and consideration I do when I’m planning for my own future.