Pearman & Co.

Financial Planning -- Investment Management

Ben Pearman has been helping individuals,
couples and small businesses plan their
financial future for the past 23 years.
Ben's holistic approach to financial
planning and investment management
means that your situation is viewed from
the biggest picture down to the smallest
detail. A variety of strategies can be
accommodated; personalized for your
specific situation.
Ben possesses the experience and tools to objectively analyze your situation
from the broadest financial plan, encompassing areas of cash flow, estate,
retirement, college funding and protection needs, down to a single-issue such as
how to afford that vacation home or plan for a parent needing nursing care or
Ben manages money on a fee-basis, with the integrity of a fiduciary, believing
that a simple fee-based structure, rather than commissions, best aligns interests
of both client and advisor. The fact that most of his clients have been with him
for the greater part of his career is a testament to the fact that clients believe
this as well.
Ben has achieved various awards and certifications over the years, including
Certified Small Business Advisor, Advanced Brokerage Training and Quality of
Advice awards and commendations.
Ben believes that you should understand where and how your money is invested.

Areas of Speciality

Providing fee-based services, custom tailored to your specific situation.

  • Professional Asset Management for High Net Worth Individuals, Families, and Small Businesses.
  • Retirement and Lump Sum Asset Management
  • Wealth Management
  • Financial Planning, comprehensive or issue only
  • Investment Management
  • Cash Flow Analysis
  • Estate and Tax Planning
  • Planned Giving/Philanthropy
  • Endowment Management
  • Trustee Services
  • Company Retirement Plans (401k, 403b)
  • Inheritance, Windfalls, Settlements
  • Protection Advice