With more than 20 years of experience in financial planning and investment management, Ben Schlueter has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Ben understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Ben will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Ben endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Ben designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Ben puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Ben began his career in financial services in 2001 and previously spent 16 years with Franklin Templeton Investments. Today, Ben provides financial and estate planning for families and small business owners using stocks, bonds, managed money solutions like mutual funds and ETFs, 529 education plans, insurance products and more through Raymond James.
A native of South Bend, IN, Ben resides in Fishers, IN. He is a member of New Hope Presbyterian Church and volunteers with Indy Premier Soccer Club. Away from the office, Ben and his wife operate a local ice cream shop called Bruster’s Real Ice Cream. He also enjoys time with his 3 active children, helping them grow up responsibly and exploring this world we live in. He enjoys time with friends, watching movies, playing cards, and laughing. His passion is for his family, his community, and his faith. Ben’s focus in life is to give more than he takes.
Raymond James is not affiliated with the above organizations and/or charitable causes.