Ben Lawler is a Juris Doctor, CPA, Financial Advisor & Wealth Manager. In addition to his accounting and legal background, Mr. Lawler holds a Series 7 license through LPL Financial. Mr. Lawler also holds a Series 66 license through Perennial Investment Advisors (a SEC Registered Investment Advisor), which covers investment analysis, recommendations and strategies, ethics, and legal guidelines.
His comprehensive knowledge extends to strategic, financial, and tax planning, where he adeptly navigates complex financial challenges at the intersection of finance, tax, and business. With a clientele ranging from high-net-worth individuals to start-ups and large corporations across various industries such as entertainment, technology, professional services, retail, wholesale, and real estate, Mr. Lawler's commitment to excellence and holistic problem-solving approach has earned him strong relationships with his diverse clientele.
Clients value Mr. Lawler for his independent and logical advice on financial decisions and tax strategies, which are tailored to help them achieve their financial objectives. His dedication to providing sound financial guidance and personalized service underscores his reputation as a trusted advisor to his clients.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor, and separate entity from LPL Financial.