I launched Comal Wealth Management to help clients save time, reduce taxes, maximize income and enjoy retirement. We are based in New Braunfels, TX but meetings are primarily conducted through Zoom. This allows us to serve clients all across the country.
We specialize in retirement income & investment strategies for individuals and couples over age 50.
Prior to Comal Wealth Management, I served as a Financial Advisor / Wealth Manager for a fortune 100 company for 11 years. During that time, I had the privilege of serving military veterans and their families. That experience allowed me to learn in great detail about military & federal retirement benefits.
Previously, I earned my undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, I earned my MBA from Colorado State University.
I married my best friend, Brooke, in 2012. She's a Registered Nurse and when we're not working, you can usually find us traveling to an ocean adventure or listening to live music on the weekends.
Founder & Wealth Manager
CFP®, CIMA®, RLP®
Benjamin is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Investment Management Analyst® practitioner, Registered Life Planner®, Chartered Financial Consultant®, Chartered Life Underwriter®, and Retirement Income Certified Professional®.
We have a legal and ethical responsibility to our clients.
We review all aspects of your finances to build a custom plan of action.
No hidden fees.
Our investment strategies are rooted in academic evidence; not speculation.
Thousands of hours of training, education & experience.
As a Fiduciary, it is our responsibility to search for the best investment solutions for our clients. There are thousands of options out there and we regularly conduct due diligence to determine the best fit for our clients. Frequently, we find that Dimensional Fund Advisors (DFA) is the right solution.
Decades of academic research have identified key dimensions of higher expected returns in the global capital markets. Portfolios can be constructed around these dimensions, which follow the academic evidence and can be implemented in a cost-effective, globally diversified portfolio.
Founded in 1981, DFA manages $637 Billion for investors worldwide (as of 04/15/2021).
*Past performance is no guarantee of future results.
In a sense, we serve as a client's financial concierge where they can direct any and all financial questions. If we don't know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.