Benjamin (Ben) Jolly, CFP®, CIMA®, CPFA®

Forbes "Best-in-State Next Generation Wealth Advisors" - Jul 2019 Named to Forbes "Best-In-State Next Generation Wealth Advisors" list in 2019.*Source: The Forbes "Best-in-State Next-Generation Wealth Advisors" list, published on September 4, 2019. Rankings based on data as of March 31, 2019.Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their… Show more Named to Forbes "Best-In-State Next Generation Wealth Advisors" list in 2019.*Source: The Forbes "Best-in-State Next-Generation Wealth Advisors" list, published on September 4, 2019. Rankings based on data as of March 31, 2019.Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. Show less

Forbes "America's Top Next-Generation Wealth Advisors" - Jul 2018 Named to Forbes "America's Top Next-Generation Wealth Advisors" list in 2018.* *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published on July 25, 2018. Rankings based on data as of March 31, 2018.Forbes' "Top Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams;… Show more Named to Forbes "America's Top Next-Generation Wealth Advisors" list in 2018.* *Source: The Forbes "Top Next-Generation Wealth Advisors" list, published on July 25, 2018. Rankings based on data as of March 31, 2018.Forbes' "Top Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Show less