Ben Loughery, CFP®, CRPC™

Education

BS, Finance

University of Dayton

About

Ben is a financial advisor and the owner of Lock Wealth Management, an RIA firm. With over 10 years of investment industry experience working at top investment firms, Capital Group and Invesco, he's had the privilege of supporting thousands of investors and financial advisors, from individuals building wealth to those managing substantial portfolios. This journey has given him the insight and expertise to help clients at all stages of their financial journey.

Fact-Checked Articles by Ben Loughery, CFP®, CRPC™

Bridging the Retirement Gap: What to Know

Updated Feb 18, 2025

Retiring before you’re eligible for Social Security or accessing tax-advantaged accounts can be hard. We explain how to navigate the bridge period.

Where Should You Retire? Factors to Consider

Updated Feb 22, 2025

How can you decide where to retire? We outline essential factors to consider as you map out preferred places to live.

5 Signs It’s Time to Retire

Updated Feb 18, 2025

When should you consider retirement? We break down five signs it may be around the corner, including the insights of three experts.

What Is Long-Term Care Planning?

Updated Apr 4, 2025

Long-term care can be unforeseen and expensive. We explain the essentials of preparing for it financially here.

How to Find Affordable Financial Advice

Updated Mar 1, 2025

Professional financial advice can be expensive. We cover ways to get the help you need at a reduced cost or even free in certain cases.

How Financial Advisors Help Married Couples

Updated Apr 2, 2025

Marriage is one of many life events that can influence your plans and goals. Find out how a financial advisor can guide married couples.

What Is a High-Net-Worth Individual?

Updated Apr 2, 2025

What criteria makes someone a high-net-worth individual? We explain what gives someone this label and what it means for their finances.

How Financial Advisors Help Small Businesses

Updated Apr 2, 2025

Learn more about the various ways financial advisors can help you optimize and manage your small business.

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