About Me

Ben Loughery, CFP®, CRPC™ (Pronounced Lockery)

Atlanta Retirement Planner 

Numbers and planning have always been a part of my life. My dad was a CPA, so even when I was younger, I was picking up on the idea that taxes matter — not that I loved tax talk as a kid, but the mindset of keeping more of what you earn stuck with me. It’s still a big part of how I approach retirement planning today: looking for practical ways to help people hold on to what they’ve worked so hard for.

Before founding Lock Wealth Management, I spent over 10 years at leading investment firms, Capital Group and Invesco, supporting thousands of investors and financial advisors. That experience gave me a deep understanding of the investment landscape, but more importantly, it showed me the real difference comes when you help people apply strategies to their own lives. Today, I specialize in guiding people in or near retirement through the complexities of Social Security timing, tax-efficient withdrawals, and sustainable retirement income strategies — so they can get the most out of every dollar in the next chapter of life.

I am a CERTIFIED FINANCIAL PLANNER® professional and hold the Chartered Retirement Planning Counselor™ (CRPC™) designation. I completed my CFP® education through the University of Georgia and earned my bachelor’s degree in Finance from the University of Dayton. I also serve on the board of the Financial Planning Association of Georgia as Public Relations Chair and volunteer as a pro bono financial planner.

Beyond my professional work, I’m an Eagle Scout and proud member of Atlanta’s local chapter, as well as a Sigma Chi (“In Hoc!”). In my free time, you’ll often find me walking the Atlanta Beltline around Bobby Jones Golf Course, cooking, exploring new restaurants, waterskiing, and staying active through fitness.

At the heart of it all, my goal is simple: to help retirees align their money with the life they want to live — with clarity, confidence, and the freedom to enjoy every dollar they’ve earned.