Meet Our Wealth Advisor

With a background in financial services and a commitment to community involvement, Ben Bolen strives to be the trusted advisor for individuals, families, and businesses by delivering personalized and caring financial guidance.

Benjamin Bolen, CFP® | Wealth Advisor & Author

Guidance Rooted in Compassion and Values

Benjamin Bolen, CFP®, is the author of Clarity Before Crisis, a practical and compassionate guide focused on redefining wealth, aging with dignity, and navigating the financial, legal, and caregiving challenges families face later in life.

His approach blends technical planning expertise with a deep understanding of the emotional and relational realities that often accompany major transitions.

Investment strategy oversight and financial planning services are supported through LPL Financial. Ben holds FINRA Series 7 and 66 registrations through LPL Financial and maintains Life, Health, and Variable licenses in Michigan. Prior experience includes work Equitable Advisors, Fidelity Investments, and the U.S. Army.

Author & Educator

Clarity Before Crisis helps families prepare for life’s most challenging transitions with intention and confidence.

Community Leader

Active Rotary Club member with a strong commitment to service and local impact.

Values-Driven Approach

Experience working with faith-based and values-aligned planning considerations to help ensure financial decisions reflect what matters most to you.

Resources & Insights from Our Advisor

Knowledge that Empowers

A planning approach built on the idea that decisions made calmly today protect families from urgency later.

Clients have access to educational materials designed to support informed decision-making, including Benjamin Bolen’s book Clarity Before Crisis, which addresses caregiving, legacy planning, and family communication.

Additional resources can be found at ClarityBeforeCrisis.com.

Take the First Step Toward Financial Clarity Today

How the conversation works:

  • We start with the immediate decision.
  • We place it in context.
  • We move forward with clarity – at a pace that makes sense.

Your Complimentary Consultation Awaits

Phone: 734-372-9312
Email: Benjamin.Bolen@LPL.com