Ben Lies

MBA, RSSA®

Delphi Advisers, LLC.

Financial Planner & Wealth Manager

Contact Me

Ben Lies

MBA, RSSA®

Delphi Advisers, LLC.

Financial Planner & Wealth Manager

As a fee-only Financial Adviser and Wealth Manager, my focus is to offer unbiased financial advice and optimize your investments to help you achieve your life goals. Expect transparent pricing and a client first mission. - Ben Lies, MBA, RSSA®

Contact Me

800-571-0076 ext. 101

Website

Fee-Only retirement planner and wealth manager located in Vancouver, WA, serving clients locally and across the country.

Ben Lies is a Vancouver, WA fee-only financial planner and Wealth Manager. Delphi Advisers provides retirement planning and investment management services to help clients grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial adviser, Ben Lies is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.  

Ben Lies is the Founder of Delphi Advisers located in Vancouver, WA.

I am a native of the Pacific Northwest and I have been involved with investments and financial planning the majority of my life. My investing life began in my late teens and early 20's, delving into real estate and then moved on to Global Capital Markets shortly after that. I have spent the better part of the past decade working directly in financial services and as a Registered Investment Adviser (IAR).

My undergraduate degree is in Business from the University of Washington, my MBA, specializing in International Business, is from Portland State University and I also hold a Certificate in Business Strategy from Cornell.

I am incredibly passionate about helping people achieve financial success through planning and investing appropriately. There are so many firms and people in this industry that are selling products and giving poor advice while charging layers and layers of fees. The reason I started Delphi Advisers is to do my part in changing this industry and give people a true fiduciary approach to achieving financial success.

Ben Lies is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Delphi Advisers is a fee only fiduciary specializing in wealth management and comprehensive financial planning.

 

This industry is broken and littered with companies that sell products and charge layers of hidden fees, all while not really adding any value to peoples financial lives. At Delphi Advisers you will get a fiduciary that always puts clients first.

What our clients get:

  • Fee only Fiduciary
  • In House, Active, Wealth Management
  • Comprehensive Financial Planning
  • Transparent Fee Structure
  • No Products Sold, Ever!

 

When someone becomes a client of Delphi Advisers the process always starts and ends with them. We spend as much time as needed to understand our client's goals and financial life before we give any sort of advice. As client's lives change, we continue to help them adjust the plan accordingly. We are a lifetime financial partner for our clients, always striving to help.

If a client uses our investment management services, they will get a custom designed portfolio that is built to achieve their personal goals all while maximizing the return and minimizing the risk. As the market environment shifts and changes, so will the portfolio. We do what needs to be done as things shift and change.

This is Wealth Management, done right!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Comprehensive Financial Planning
  • Social Security Planning
  • Retirement Income Planning
  • Tax Planning
  • College Education Planning
  • Portfolio Engineering
  • Global Market Forecasting

Ideal Clients

  • HNW Individuals and Families
  • United Ailines Pilots
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Ben Lies is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Ben Lies is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Registered Social Security Analyst (RSSA®)
    Ben Lies is a Registered Social Security Analyst (RSSA®)

    The Registered Social Security Analyst (RSSA®) certification is earned through the National Association of Registered Social Security Analysts, Ltd. (NARSSA). Advisors who have earned the RSSA® designation have completed five self-study modules and passed a competency exam, exhibiting mastery of the expansive Social Security rules. Registered Social Security Analysts can help clients achieve the optimal claiming strategy to ensure that they collect every dollar that they have earned and are entitled to receive.

Contact Ben Lies

800-571-0076

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Office Locations:

  • 7018 NE 40th AVE
    Vancouver, WA 98661

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