Ben Jones, founder of Wave Wealth Management, is known for his service-based, high-touch approach to financial planning and wealth management, as well as for the above-and-beyond follow-through he provides his clients. He works closely with clients to help determine and strategically achieve their goals. In comparison to mass-market financial firms, he created Wave Wealth Management to be a boutique Registered Investment Advisor firm, providing unbiased, fiduciary advice that is in clients’ exclusive best interest. He creates customized solutions to maximize wealth and minimize taxation.
“I work with pre-retirees, retirees, and young professionals who want someone to walk them through their different options, whether for wealth management, tax planning, or both. My goal is for clients to stop worrying about their future and enjoy their life while optimizing their net worth. I want to be considered their family’s CFO.”
A CERTIFIED FINANCIAL PLANNERTM, Ben graduated from Texas Tech University with a B.S. in Personal Financial Planning. He obtained a Certified Investment Management AnalystTM certification from Wharton Business School and became a Certified Private Wealth AdvisorTM from Chicago’s Booth School of Business. He volunteers in various capacities for the Investments & Wealth Institute.