Ben Simiskey, CFP®, CPA

Financial Planner | Fee-Only Fiduciary | Adjunct Instructor

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
PLS Advisory, LLC Ben Simiskey, CFP®, CPA
Houston, TX

Serving Clients Nationwide

Financial Planner | Fee-Only Fiduciary | Adjunct Instructor

Areas of Focus

  • Financial Life Planning
  • Giving
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

In addition to being an adjunct instructor at Rice University, Ben Simiskey provides wealth management solutions to affluent clients by addressing their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

Ben uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

As a CFP® professional, Ben is a fiduciary. That means he looks out for your best interests even if doing so results in lower compensation for him.

Successful individuals and families work with Ben to:

✅ Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
✅ Make smarter decisions in today’s uncertain political, economic and social environment.
✅ Obtain an independent second opinion from a top financial advisor in their community.

Ben has been a CFP® (Certified Financial Planner) since 2007. He has also been a licensed CPA (Certified Public Accountant) since 2004. Ben donates a significant portion of his time to various state and local financial planning and CPA organizations to help further the vital work of his profession.

Ben is involved with a number of civic, religious, and community initiatives in and around southeast Texas. He is a proud Eagle Scout and believes deeply in the principles of the Scouting program. He tries diligently to live by the Scout Oath and Law. Learning and living the Scout motto (“Be Prepared”) as a youth sowed the seeds of Ben’s intense love for provident planning.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • CFP Board
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

Houston, Texas

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

Offers Investment Management

Yes

About our Firm

PLS Advisory, LLC is a fee-only wealth management firm that helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

I use a consultative process to gain a detailed understanding of my clients’ deepest values and goals. I then employ customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

The mission of PLS Advisory is to develop, implement and execute provident long-term strategies through a holistic, values-based financial planning process that addresses all areas of a client’s life.

Education

Brigham Young University, BS, Accounting

Hobbies and Interests

  • Eating Out
  • Exercising
  • Family
  • Photography
  • Reading
  • Sports
  • Traveling
  • Volunteering
  • Writing

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Divorce
  • Families
  • Gen X
  • Individuals
  • Intergenerational Families
  • Living in Retirement
  • Single Women
  • Widow
  • Women in Transition

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.