Financial Advisors
Atlanta, GA
Lock Wealth Management is an independent, fee-only registered investment advisor founded by CFP® practitioner Ben Loughery, specializing in comprehensive retirement planning and wealth management for people aged 50+. The firm helps pre-retirees and retirees transition confidently from saving to spending through personalized plans covering retirement income timing, Social Security coordination, tax-efficient withdrawals, estate planning, insurance review, and cash flow planning. Lock Wealth manages all available assets to deliver fully integrated financial advice, serving clients across the United States remotely with a focus on reducing complexity and building long-term confidence.
Ideal for: Pre-retirees and retirees aged 50+, high-net-worth individuals with $1M+ in investable assets, people seeking tax-efficient retirement income strategies
Service area: Atlanta, Georgia and nationwide (remote clients)
CFP® Certified & Fiduciary: Ben Loughery holds the CFP® certification (earned through University of Georgia), representing only 28% of financial advisors. As a fiduciary, Lock Wealth is legally obligated to put clients' interests first with no commissions or sales quotas.
Fee-Only, Asset-Based Pricing: Transparent fee structure (1% on $0-$1M, 0.75% on $1M-$3M, 0.50% above) with no commissions or hidden revenue. Fees are deducted directly from accounts, aligning advisor and client interests.
Comprehensive Integrated Planning: Beyond investment management, Lock Wealth handles retirement planning, tax planning, estate planning, insurance review, and cash flow planning—positioning as a complete financial partner rather than asset manager alone.
Address: 1372 Peachtree St NE, Atlanta, GA 30309
Phone: (404) 590-6884
Website: lockwealthmanagement.com
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