CoverProfile

Benjamin Small

Wealth Advisor

Cornerstone Wealth Planning

United States, North Carolina, Charlotte

About Me

Ben began working with Cornerstone Wealth Planning in 2023. Before joining Cornerstone, he worked in an Advisor support role for Vanguard. Prior to that, he worked in project management and operations for Chick-fil-A and other companies. He desires to help clients achieve their goals and experience a purposeful and peaceful retirement through personalized financial planning. Ben is a Certified Financial Fiduciary® and is pursuing the CERTIFIED FINANCIAL PLANNER™ certification. Ben is a Charlotte native and graduated from The University of North Carolina at Charlotte with a degree in Accounting. Ben and his wife Moriah have one son, Lee, born in 2023. They attend Mercy Church and are activ

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Profile Information

Wealth Advisor

Cornerstone Wealth Planning

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Aug 8, 2025

Work Experience

Cornerstone Wealth Planning

Wealth Advisor
Jan 2023 - Present
Email: bsmall@cornerstone4planning.com

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