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.
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.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.