Crestwood Advisors
Benjamin Ramsey, CFP®, currently serves as the Director of Wealth Planning at Crestwood Advisors, a Boston-based investment and wealth management firm, where comprehensive financial planning and wealth management are practiced on a transparent fiduciary basis. Prior to this role, Benjamin worked as a Client Advisor on a self-directed basis and took intentional time off to research financial advisory firms. From November 2015 to November 2021, Benjamin held the position of Director of Financial Planning at Balanced Rock Investment Advisors, providing fee-only financial planning and wealth management services. Earlier experience includes serving as a Solar Account Manager at Endless Mountains Solar Services, where education on solar panel systems and financial incentives was a primary focus. Benjamin holds a Bachelor of Science degree in Liberal Arts and Sciences from Excelsior University and studied at Brigham Young University from 1998 to 2002.