Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BS Bachelor of Science, Concentration in Finance, University of Richmond, VA

Interests

  • I enjoy spending time with my growing family and coaching youth sports.
  • I love to travel, read books, fine dining and having fun.
  • I play golf, enjoy camping and other outdoor activities.

Community participation

I enjoy spending time with my wife Ashley and our three children Thomas, Graham and Virginia. I played baseball as a youth and at the University of Richmond, and continue to share my love for the sport by helping coach little league baseball. I am also an avid golfer so love sharing my love of golf with family and friends. Ashley and I are active in our children’s school and I have served as a mentor with Big Brothers/Big Sisters. I also like to travel, read, and spend time outdoors.

I am a Paul Harris fellow in Rotary International.

  • Tuckahoe Little League
  • Tuckahoe Elementary School
  • University of Richmond

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2016, 2017, 2018, 2019
  • Clearview Private Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Forbes Best-in-State Wealth Advisors, 2022

Honored to be recognized in Forbes

The Clearview Private Wealth Advisor team would like to congratulate Benjamin Page on being named to the 2022 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.7. NEW:

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.