Ben Loughery, CFP® (CERTIFIED FINANCIAL PLANNER™) and CRPC™ (Chartered Retirement Planning Counselor™)
(Pronounced Lockery)
Atlanta Fee-Only Fiduciary Financial Planner
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 a number of clients across the board (specializing mainly with those near and in retirement) helping create tax smart income strategies, exploring Roth conversions and making sure their investment portfolio aligns and reflects 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 me walking on the Atlanta Beltline near Bobby Jones, cooking, exploring new restaurants, waterskiing and wake surfing at Clear Lake, Indiana, and staying active such as going to a Lion Chaser workout or Atlanta's new gym, Carbon Performance.
“He is patient and explained everything in a way that made sense, without making me feel overwhelmed. I feel prepared, confident, and relieved when it comes to my financial future..”
— Lynn N., Google review, Dec 2025
Disclosure: The client provided this testimonial voluntarily and was not compensated. This may not be representative of all client experiences and is not a guarantee of future results.