Ben Loughery, CFP^®

Founder, CEO

Lock Wealth Management

1372 Peachtree St NE
Atlanta, GA 30309

FINANCIAL ADVISOR'S WEBSITE

www.lockwealthmanagement.com

(404) 590-6884 CONNECT WITH Ben

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am a fee-only fiduciary, which means I am legally and ethically required to act in my clients’ best interests at all times. I do not earn commissions or receive compensation from third parties for recommending financial products.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Lock Wealth Management Website

About

Process and Fees

FAQ

General

Ben Loughery is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Lock Wealth Management in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

I help answer key financial questions so you can plan for the future with confidence. When can I retire comfortably? I assess your financial situation and goals to determine a realistic and sustainable retirement timeline. How much can I safely spend each year? I help you structure your finances so you can enjoy life without the fear of running out of money. When should I take Social Security or my pension? Timing is critical—I analyze your options to maximize lifetime benefits. How do I optimize my investment portfolio for the long term? I build and manage portfolios designed for growth, stability, and tax efficiency. What’s the most tax-efficient way to withdraw my income? I create withdrawal strategies that minimize taxes and extend the life of your assets.

Financial Advisor Experience

With over 10 years of investment industry experience working at top investment firms, Capital Group and Invesco, I’ve had the privilege of supporting thousands of investors and financial advisors, from individuals building wealth to those managing substantial portfolios. This journey has given me the insight and expertise to help clients at all stages of their financial journey.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Disaster Recovery, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Tangible Assets, Sudden Wealth