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


Benjamin Small
Wealth Advisor
Cornerstone Wealth Planning
United States, North Carolina, Charlotte
About Me
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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