Our Team
Ben Gardner, CFP®
Financial Planner
As a financial planner, Ben helps his clients make and execute great financial decisions. He provides personalized advice through the development and implementation of strategic financial plans that align with his clients’ goals and objectives.
Hi, I’m Ben Gardner, a Financial Planner at The Next Level Planning Group.
After several years as a CPA, I discovered that my passion wasn’t just in the numbers—it was in using finance to help people live their best lives.
I specialize in guiding successful people who feel they are at a crossroads in their financial journey. They know they want to be more intentional with their wealth but need help getting their financial “house” in order. I help clients move from feeling disorganized and uncertain to having a heightened level of confidence and security, excited to pursue their goals with a partner who will help them along the way.
Outside of work, you can find me on the basketball court or golf course, or enjoying a walk with my wife and our dog.
On a Personal Note
In his free time, Ben enjoys staying active through playing sports and traveling. A former college athlete, Ben loves to play basketball and tennis. Ben enjoys traveling out West to explore national parks or to Michigan to hike the dunes. As the starter of a book club, he also enjoys reading, particularly biographies, leadership, and mystery books.
*not practicing on behalf of Osaic FA
Favorites
TV Show: Game of Thrones
Movie: The Dark Knight
Food: Mexican
Drink: Iced Coffee
Band: Bon Iver
Concert: Judah & the Lion
Book: Scar Tissue
Author: Timothy Keller
Childhood Memory: Summer basketball and family camps
Pro Sports Teams: Indianapolis Colts & Indiana Pacers
College Sports Teams: Hope College Flying Dutchmen, Elmhurst University Bluejays
Athlete: Peyton Manning, Roy Hibbert
Board Game: Settlers of Catan
Card Game Euchre
Charity: Make Your Own Ball Day, Young Life
Lake: Michigan
Brewery: Founders