My Philosophy

Φ My Philosophy Φ

Each of us has goals. Achieving them often requires planning, practice and patience. Financial goals are no different. Whether budgeting for retirement, selecting investment portfolio allocations, evaluating family insurance needs or even deciding whether to invest in your friend’s startup, I can offer my 15 years of experience in the financial world to help you make the best decisions in line with what you would like to accomplish.

Aaron Benway

Aaron Benway CFP® EA

Services

Financial Planning

I am a CERTIFIED FINANCIAL PLANNER ® and Enrolled Agent (EA) and can combine both my personal and professional experience to bring together the necessary pieces to prepare you for your best financial future. Whether it is planning for retirement, generational wealth transfer or help with the entire financial picture, I can help you make the right decisions for you and your family.

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Investment Planning

Investing can feel complicated. New financial products like robo-advisors and alternative investments are increasingly popular and offered alongside traditional retirement plans, mutual funds and outside direct investments. I can help with building portfolios for any stage of life. Having been both a private equity investor as well as CFO of a venture-backed startup, I can help you make the best decisions in today’s changing investment landscape.

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Aaron Benway

Who I Can Help

How I Can Help

Individuals and families looking for help with:

 

1. Retirement savings investments and withdrawals

2. Portfolio allocation and rebalancing

3. Tax review and planning

4. Specific lump sum goals such as child’s education or home purchases

5.  Maximizing employer benefits

6. Evaluating insurance needs

HSA Coach

HSA Coach

I co-founded HSA Coach after Morningstar (NASDAQ: MORN) purchased HelloWallet, where I was CFO. My experience as an investor at the Carlyle Group, later finance executive at General Motors (NYSE: GM) and finally CFO of a financial guidance software company, told me people would need help managing their Health Savings Account (HSA) as High Deductible Health Plans grew in popularity. In addition to a host of features offered in the HSA Coach app, we included a number of user-friendly financial calculators to help you decide how much and where to begin saving with your employer savings programs. Available for free in the App Store and Google Play.

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Contact Me

Contact me today to see how I can help you

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