Ben Lex -
Fiduciary Financial Advisor
Helping you gain confidence in your retirement plan with values-based financial planning. As a fee-only fiduciary, I represent you and you alone.
Personalized Approach
Aligning your financial decisions with your core beliefs and principles, not just numerical goals.
Limited Client Base
Working with a select numbers of families ensures you receive hands-on attention and detailed service.
Regular Meetings
Open-door policy with at least two meetings per year to ensure your plan stays on track.
Client-First Fiduciary Duty
Always acting in your best interest, providing unbiased advice, and transparent guidance.
Values-Based Financial Planning
Who I Work With
Sales Professionals
I understand the unique rhythm of commission-based income and variable compensation. Let's build a plan that works with your career growth.
Medical Providers
Tailored solutions for healthcare professionals dealing with student loans, practice management, and complex compensation packages.
Long-Term Partnerships
I thrive on building committed, lasting relationships with clients. If you're looking for a dedicated advisor who provides individualized financial planning and exceptional service, we're a great fit.
Free Financial Resources
How Much Do I Need to Retire?
Employee Benefits Checklist
New Job Checklist
I live in Hudsonville with my wife, Sarah, and our kids, Asher and Lainey.
Outside of spending time with family, I am active in our church, compete in triathlons, and enjoy rooting for my Michigan State Spartans!
