5 Stars
✅ Wealthtender Certified Advisor Review™
Working with Ben Loughery at Lock Wealth Management has been a game changer for my financial confidence. In just two weeks, I’ve felt a noticeable sense of tranquility thanks to the time and research Ben has invested in understanding my financial picture.
He helped me identify the best 401(k) option through my company and has already begun mapping out a clear plan for my future investments and major purchases. His approach is thoughtful, detail-oriented, and entirely focused on my long-term goals.
I genuinely can’t express how glad I am to have made the decision to partner with Ben. If you're looking for a financial advisor who truly puts in the work and makes you feel supported from day one, I highly recommend him.
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable, Trustworthy, and Committed to Success
✅ Wealthtender Certified Advisor Review™
I can confidently say Ben brings the kind of insight and professionalism you'd expect from someone with years of experience at a major financial firm. Now running his own practice, he pairs that expertise with a highly personal approach tailored to each client's goals. He's thoughtful, responsive, and truly focused on long-term success. For anyone looking for a smart, trustworthy partner in building their financial future, Ben is an outstanding choice.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
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Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Incredible Planner
✅ Wealthtender Certified Advisor Review™
Ben knows how to take his clients goals and aligns there money with it. He has a deep ability for being able to meet the client where they are at and deliver on what they are in need of. Highly recommend him to all family and friends.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Caring and helpful
✅ Wealthtender Certified Advisor Review™
Ben is extremely approachable and genuinely cares. He values his relationships and truly wants to connect and better know you to best help with your specific situation.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy financial planning
✅ Wealthtender Certified Advisor Review™
I can confidently say Ben is one of the most trustworthy and approachable financial planners out there. He takes time to truly understand his clients needs and his friendly demeanor makes working with him an easy and enjoyable experience. If you’re looking for someone who genuinely cares about your financial well-being, Ben’s your guy!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and Caring
✅ Wealthtender Certified Advisor Review™
What more can you ask for in an advisor. I had the privilege of meeting Ben this year and it was clear to me from the start that he cares deeply about delivering great value and great planning to people looking for help with their finances. Ben clearly knows his stuff and every time I talk with him he's looking to get even better at his craft.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable, Trustworthy, Comprehensive Financial Planning.
✅ Wealthtender Certified Advisor Review™
Ben is a knowledgeable and trustworthy advisor who genuinely cares for his clients. He is very thorough through the planning process. I recommend him to anyone looking for a personalized approach to financial planning.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.