Benjamin Crowder
I work with people at life's defining financial moments - founders who have navigated an exit and are deciding what their wealth is truly for, driven professionals building deliberately toward long-term security, and those stepping into retirement who want the confidence to finally live the life they've worked toward.
An exit raises questions no term sheet prepares you for. Retirement raises ones no paycheck did either. And for those still in the building years - juggling ambition, family and a future that feels both close and uncertain - the question is often simply: am I doing enough, and is it working?
I work with founders, professionals in their building years, and those entering retirement right at that crossroads - where financial complexity meets a deeply personal next chapter.
If that's where you are, I'd welcome the conversation.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
