W. Ben Utley, CFP®
Financial Advisor for Doctors with Children
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Serving Clients Nationwide
Financial Advisor for Doctors with Children
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About W. Ben Utley, CFP®
Hi, I'm Ben Utley. I believe the most important thing about money is having enough to take care of your family. As a Certified Financial Planner™ for physicians and their families, I help doctors make a plan and get on track with goals like saving for college and investing for retirement.I have been quoted in The New York Times and The Wall Street Journal and Physician's Practice, and have published in Medical Economics, Ophthalmology Business, Oncology Practice Management and Orthopreneur.
Personal and Family
I’m a transplanted Texan. You can hear it when I say “barbeque” but a long stint in the choral arts caused me to leave the rest of my twang in Texas. My wife says she married me because I’m driven, and I love her because she accepts me for who I am.
We have two grown daughters and a Chihuahua mix named Jack that we adopted from the Greenhill Humane Society. When it’s snowing, I like to go snowshoeing up in the mountains. When it’s sunny, I love to hit the lake with my stand up paddleboard. The rest of the time, I’m either teaching my kids something or teaching myself something (reading).
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Eugene, Oregon
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Are we a match? Click the 'Book Intro Call' button above to apply for an interview!Offers Investment Management
Yes
About Physician Family Financial Advisors
Physician Family Financial Advisors guide hard working doctors toward better life outcomes with careful planning and wise investing. And yes, we are fiduciaries.Retirement planning for doctors is not about "maximizing wealth"
It's about minimizing regrets… the kind of regrets that come from saving too little, working too much or making a colossal mistake with the money you need to last a lifetime.
That's why our approach to planning considers all your resources: your money, your time, your emotional health, and your family's well-being.
What began with one hard-working radiation oncologist guided by a fresh-faced financial advisor back in 1999 is now over 280 physician families investing over $254 million with our team of four fiduciaries. And 25 years later, that rad onc is still with us, still retired and keeping her fingers crossed for a few more grandchildren.
See Marketing Disclosure at www.physicianfamily.com/disclosures
Education
University of Oregon, Master's degree, Chemistry | Texas A&M University Bachelor of Science (BS), Chemistry
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Physicians
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