My name is Ben Barrett, and I am a community member, husband and financial advisor. I live by two words, "be better". To me, this means regardless of what you did today, tomorrow is an opportunity to be better. Your financial journey is no different. To be better tomorrow, I view it as my responsibility to ask questions, and most importantly, listen to your values. Only at that point, using our established process, will I begin providing tailored solutions to help you achieve your financial goals.

My office is often sought out by clients who:

- Want to go beyond investments
- Need help when their finances become too complicated for self-management
- Have outgrown salespeople
- Want predictable and quality communication
- Want help for everyone in the family
- Need to turn a sudden or chaotic event like divorce, inheritance or retirement transition into an organized financial life
- Prefer to have one-on-one service while having the support and resources of a large firm

My wife, Kate, and I were married in June of 2018. We currently have two wonderful dogs, Kennedy and Bentley. We spend most of our time at the lake or hiking in state parks.

Currently, I serve on the board for the Cold Spring Chamber of Commerce. I also volunteer through the St. Cloud Rotaract Club and the INDY foundation.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Divorce Finances
  • Retirement Savings Strategies

My Personal Interests

  • Personal Fitness
  • Woodworking
  • Home Improvement
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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