Ben Harvey is a Senior Financial Planner with Pathway Financial Planning in West Chester, Ohio. He coordinates the financial planning process and helps identify your goals, knowing full well that some of those goals will change as your life unfolds and your financial needs evolve. As part of the proprietary process called The Path to Purpose FORMula™, he designs and implements customized strategies to support you and your financial well-being.
Ben and his family are active in their church, love to travel, enjoy hosting friends and family, attend amateur sporting events (especially swimming), and love to experience different cultures. On occasion, you can find Ben on the golf course—sometimes in amateur tournaments—which he credits for teaching him patience. He’s not afraid of a DIY home improvement project, enjoys reading non-fiction, and watching documentaries.
At Pathway Financial Planning, retirement planning is more than picking investments. They view it as a complex puzzle. Pathway goes beyond just “where” to invest, focusing on a coordinated strategy that considers everything from Social Security timing to long-term care needs. Their Path to Purpose FORMula™ helps factor in risks like market downturns and longevity, giving you a clear picture of your retirement success.
Transparency is their core principle and the Path to Purpose FORMula™ provides a step-by-step process to set clear expectations upfront and build trust from the very beginning.
Senior Financial Planner
S. Benjamin Harvey is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities, (Member FINRA/SIPC). A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities.
