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Benjamin Burkhart, CFP®

Financial Planner
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Ben graduated from the Fox School of Business at Temple University in 2020 with a B.B.A. degree in Finance and Financial Planning. In 2021, he earned his CERTIFIED FINANCIAL PLANNER™ certification through the CFP® Board. Ben also holds the FINRA Series 7 and 63 registrations through LPL Financial.

As a CFP® professional, Ben is dedicated to providing personalized financial planning to meet each client’s unique needs and aspirations. He is a member of the Central PA Financial Planning Association and an active NexGen member, as well as a classroom volunteer for Junior Achievement and a pro bono planner for the Foundation for Financial Planning. Ben is also currently studying with The American College to earn his Tax Planning Certified Professional (TPCP™) designation.

In his free time, Ben enjoys playing trombone, racing his Camaro, and exploring the outdoors. He currently resides in York Township with his wife, Abby, and their cat, George, and dog, Eddi.

Favorite Quotes:

“What would you do if you knew you couldn’t fail?” – Eleanor Roosevelt

“Don’t struggle to find the needle in the haystack; just buy the haystack.” – Jack Bogle

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through The Financial Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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