People
The people behind Lock Wealth Management
Fee-only fiduciary financial planning in Atlanta, plus coordinated partners who help clients stay on track.
Ben Loughery, CFP®, CRPC™ (pronounced Lockery)
Founder & Lead Advisor
Lock Wealth Management is led by Ben Loughery, CFP®, CRPC™, with 10+ years at Capital Group and Invesco. Over the years he has worked with clients across the board — specializing mainly with those near and in retirement — helping create tax-smart income strategies, exploring Roth conversions, and making sure each investment portfolio aligns with their current stage of life.
Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™)
Education
CFP® education at the University of Georgia; B.S. in Finance, University of Dayton
Service & Affiliations
Board Member (Public Relations Chair), Financial Planning Association of Georgia; Member, NAPFA (National Association of Personal Financial Advisors) and XY Planning Network; pro bono financial planning volunteer.
Outside of work
You'll find Ben walking the Atlanta Beltline or around Bobby Jones Golf Course, cooking, exploring new restaurants, waterskiing and wake surfing at Clear Lake, Indiana, and staying active through workouts like Lion Chaser and other fitness activities around Atlanta.
Coordinated Tax Support
Retirement planning and tax planning tend to get handled separately — different people, different timing, nobody comparing notes. To close that gap, I partner with Jalada, a dedicated tax back office built specifically for financial advisors, not something offered directly to the public. That focus is what makes the coordination possible: tax planning and preparation happen proactively, and stay in sync with your broader wealth strategy, whether that's personal or business.
You're always welcome to keep your own CPA — this is simply here as an option for clients who'd like tax and wealth planning handled together instead of separately. Learn more about Jalada for advisors →
Tyler Voorhees, Jalada — Tax Partner
Watch
Insights on YouTube
Short videos on retirement income, Roth conversions, tax planning, and the questions clients ask us most.