Advisor profile


My approach

Benjamin Page - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, 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 always in control of your financial life.

Benjamin Page - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
22
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

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.