Ben Lex, AIF®
Retirement Planning
Built on Your Values
I help sales professionals and medical providers gain confidence in their financial future with personalized, values-based planning.
HOW I WORK
As a fee-only fiduciary, I’m legally and ethically bound to put your interests first — always.
Built on Trust, Not Commission
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Limited Client Base
I work with a select number of families to ensure you receive hands-on attention and detailed service. You're not just a number.
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Regular Check-Ins
Open-door policy with at least two meetings per year to ensure your plan stays on track as your life evolves.
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Fiduciary Duty
Always acting in your best interest, providing unbiased advice, and transparent guidance. No hidden fees or commissions.
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Values-Based Planning
Your financial decisions should align with your core beliefs and principles, not just numerical goals. We build plans that reflect what truly matters to you.
SPECIALIZED EXPERTISE
Who I Work With
I focus on professionals with unique financial situations that require specialized planning.
⚕️Medical Providers
Tailored solutions for healthcare professionals dealing with student loans, practice management, and complex compensation packages. Navigate your unique financial landscape with confidence.
🤝 Long-Term
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.
💼 Sales Pro’s
I understand the unique rhythm of commission-based income and variable compensation. Let's build a plan that works with your career growth and handles income fluctuations smoothly.
About Ben
I live in Hudsonville, Michigan with my wife Sarah and our kids, Asher and Lainey. Family is at the center of everything I do, both personally and professionally.
Outside of helping families plan for their future, I'm active in our church community, compete in triathlons (they keep me humble!), and proudly root for my Michigan State Spartans.
My approach to financial planning is simple: treat every client like family. That means honest conversations, careful listening, and plans that reflect your unique values and goals—not mine.
Ready to Take Control of Your Future?
Let's have an honest conversation about your goals, your concerns, and how we can build a plan that works for you. No pressure, no sales pitch—just a genuine discussion about your financial future.