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Ben Spagiare

Ben Spagiare

Financial Consultant

My interest in financial planning began by watching my father build life-long relationships with his clients. Witnessing the powerful effects of listening, earning trust, and investing wisely inspired me. Now, with twelve years of experience as a financial consultant, I truly love my profession. Financial advising remains a “client-first” process for me, with relationships and trust being foundational to all other work.

My goal is to provide expert guidance that enables individuals, families, and businesses to build secure financial futures. I accomplish this by first getting to know my clients and learning their objectives and goals. Once I have a thorough understanding, I then propose a range of investment options, simplifying complex solutions into easily understood and manageable steps. Finally, we co-create a strategy that protects and grows your financial legacy. I treat your needs and desires as if they were my own family’s.

To be of greatest service to you, I specialize in a variety of fields, including:

  • Comprehensive Financial Planning
  • Income Planning at Retirement
  • Estate Planning
  • Life Insurance
  • Protection Strategies for Individuals and Families 
  • Wealth Management 
  • College Savings Plans 
  • Small Business Benefits Design to include Medical/Dental/Vision Plans 
  • Group Life and Disability
  • Retirement Plan Design and Implementation

I would love to have the opportunity to meet you and discuss how we can shape your financial future. Please call or email me to set up a free initial consultation. 

Education, awards, and personal life: I am a graduate of Virginia Tech’s Pamplin College of Business. I received the Five Star Wealth Managers Award three times, and in 2021 Forbes Magazine selected me as one of the top 40 advisors under 40 in the Pittsburgh area. Outside of work, I enjoy spending quality time with my family, friends, and neighbors. My hobbies include traveling, golf, yoga, hiking, and skiing.