Ben Linser
Financial Advisor
Ben, a Cincinnati native, has lived on both coasts and in various parts of the Midwest and Midsouth regions. Despite his travels, he returned home for college and to raise a family. Ben began his career focused on music education, joining the Marine Corps as a Marine Musician, which paved the way for his college education and a teaching job right after graduation.
Although he enjoyed teaching, Ben realized it wasn't his long-term career path. With a growing interest in investing, he joined American Express Financial Advisors as a financial planner, later moving to Fidelity Investments as a service and trading representative. During a brief hiatus from Fidelity, Ben worked at a local Cincinnati financial services firm, advising business owners on employee benefit plans. It was here that he met Rob Grossheim, who inspired him with his vision for building a financial planning practice.
Ben returned to Fidelity, working in 401k guidance and the managed money division for over nine years. In the summer of 2017, he decided to shift his focus from product sales to helping people plan for their financial future, which is why he earned his Certified Financial Planner designation to begin with. Ben is now happily working with Family Wealth Advisory Group, LLC® to make this vision a reality.