Ben Allen understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a fiduciary Financial Advisor for Whitaker-Myers Wealth Managers, he puts his clients—and their needs—first.

Offering a wide range of investments, alternatives, and retirement planning services, Ben is committed to helping his clients achieve their financial goals. Specializing in a planning-based approach to money, he works with clients to design investment portfolios tailored to their individual needs. Ben also believes in advising with the heart of a teacher, with a focus on helping clients live debt-free and financially independent lives.

Ben earned a Bachelor of Science in Accounting from West Virginia University and a Master of Arts in Christian Leadership from Dallas Theological Seminary. He has also completed the Retirement Income Certified Professional® (RICP®) program through The American College of Financial Services, further strengthening his knowledge of retirement income planning and strategies designed to help clients navigate the financial complexities of retirement.

Ben joined Whitaker-Myers in 2013. Prior to joining Whitaker-Myers Wealth Managers as a Financial Advisor, he served as an Area Director for more than 12 years with Young Life.

Ben’s commitment to client education is unwavering. He has the heart of a teacher and a love of learning, which he uses to empower his clients through education and help them better understand the decisions that shape their financial futures.

Outside of work, Ben enjoys spending time with his family and being involved in the Dublin community. He has been married to Liz for 19 years, and together they have four boys who love to play soccer and basketball. Ben has also coached high school lacrosse for 13 seasons, most recently at Dublin Coffman High School.