Ben  Utley
Ben Utley

Physician Family Financial Advisors

Fee Only Financial Planner Located in Eugene, OR and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

399 East 10th Avenue
Suite 103
Eugene, OR 97401

Ben Utley is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Ben Utley is a Fee Only Financial planner in Eugene, OR. Ben Utley is a NAPFA-Registered Financial Advisor.

  • President, Registered Investment Adviser Representative and Attending Advisor™
  • Born 1969; industry start date September 1994 (I was 24)
  • Certified Financial Planner™ (Certificate #059945)
  • NAPFA-Registered Financial Advisor (since 1999)
  • Licensed Insurance Consultant (OR License #6224048)
  • Bachelor of Science (Chemistry) from Texas A&M University
  • Master of Science in Chemistry from University of Oregon
  • Quoted, featured or published in The Wall Street Journal, Business Week, Medical Economics, Consumer Reports, Physician’s Personal Advisory, The Financial Times, Physician’s Practice, The Register-Guard (yes, our local newspaper) and Inorganica Chimica Acta (The International Journal of Inorganic Chemistry), and more than 100 other media appearances.
  • Twice listed among Medical Economics “150 Best Financial Advisors” (way back before they turned the list into a paid advertisement)
  • Still married to the girl I fell in love with during college
  • Father of two daughers
  • Passionate about windsurfing, showshoeing, hiking, neon sculpture, healthcare economics, behavioral psychology and child development
  • The “W” stands for “William,” as in William Ben Utley IV.