Ben Loughery, CFP®, CRPC®

Helping you feel safe whether building, protecting, or using your wealth

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
Lock Wealth Management Ben Loughery, CFP®, CRPC®
Atlanta, GA

Serving Clients Nationwide

Helping you feel safe whether building, protecting, or using your wealth

5 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Employee Benefits
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Ben Loughery, CFP®, CRPC®

Hi, My name is Ben Loughery (pronounced Lockery), and as the founder and managing principal of Lock Wealth Management, I am dedicated to providing relationship-based, personalized guidance to help clients feel confident about their financial future.

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.

I am a CERTIFIED FINANCIAL PLANNER™ professional, having completed the educational curriculum for this certification through The University of Georgia. I hold a bachelor’s degree in Finance from The University of Dayton.

I serve on the board of the Financial Planning Association’s Georgia chapter as the Public Relations Chair and I am a member for the national chapter’s Diversity, Equity, and Inclusion Committee. I also volunteer with them as a pro bono financial planner.

In addition, I am an Eagle Scout and a proud member of Atlanta’s local chapter. In my free time, I enjoy walking the Beltline around Bobby Jones Golf Course, cooking, trying new restaurants, waterskiing and fitness.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1372 Peachtree St NE

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule an introductory conversation. In this complimentary meeting, we’ll have a friendly chat about scheduling a deeper discovery session. By the time we finish, we’ll have a better sense of whether working together is the right fit. I look forward to speaking with you.

Offers Investment Management

Yes

About Lock Wealth Management

At Lock Wealth Management, we're focused on securing your financial future. Our mission is to help you feel safe along the way whether building, protecting, or using your wealth. We welcome clients at any stage of their financial journey, with or without investable assets.

We operate as a fee-only advisor, held to a fiduciary standard. This means we receive no commissions, incentives, or added fees that could influence our advice. We believe this transparent, client-focused approach is the best way to provide financial planning services.

Virtual and Tech Savvy

Based in Atlanta, Georgia, we’re here to serve clients across the U.S., making it simple to connect and manage your finances on your terms. We offer in-person meetings, but most of our clients—local and remote—appreciate the ease of connecting virtually through phone or video.

We use secure digital tools, virtual communication, and cloud-based portals to keep financial management accessible and convenient for you, whether at home or on the go.

Services We Offer

✔️ Financial Planning

✔️ Investment Management

✔️ Corporate Retirement Plans (for businesses)

Take the first step toward a secure financial future. Schedule a virtual chat and start building your wealth with confidence—no matter where you are in the U.S.

Education

University of Dayton, Bachelor of Science (B.S.), Finance | University of Georgia - Terry College of Business

Awards and Honors

  • Eagle Scout Award

Hobbies and Interests

  • Cooking
  • Eating Out
  • Family
  • Pickleball
  • Reading
  • Volunteering
  • Walking
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

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.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Incredible Planner

✅ Wealthtender Certified Advisor Review™
Mar 13, 2025
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.
Avatar for Kurt
Kurt

Caring and helpful

✅ Wealthtender Certified Advisor Review™
Mar 10, 2025
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.
Avatar for Daniel
Daniel

Trustworthy financial planning

✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
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.
Avatar for Trevor
Trevor

Knowledgeable and Caring

✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
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.
Avatar for Sam Wagner
Sam Wagner

Knowledgeable, Trustworthy, Comprehensive Financial Planning.

✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
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.
Avatar for Lance M
Lance M