Benjamin Schmid
CFP®, CKA®
Ketwich Capital LLC
Founder, Financial Planner
Benjamin Schmid
CFP®, CKA®
Ketwich Capital LLC
Founder, Financial Planner
As a fee-only financial planner, my fiduciary obligation means I am focused on stewardship not salesmanship. - Benjamin Schmid, CFP®, CKA®
Fee-Only financial planner located in Malvern, PA serving clients across the country
Benjamin Schmid is a Malvern, PA fee-only financial planner. Ketwich Capital LLC provides comprehensive financial planning and investment management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Benjamin Schmid is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ben Schmid is the founder of Ketwich Capital ("Ket-Cap") which serves the financial and investment needs of rising professionals and business owners. Ben is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor®, and graduated from Rutgers Business School with a Bachelors of Science in Finance.
Ben's passion for investing began when he bought his first mutual fund at age eleven. Throughout his career, Ben has felt called to greater stewardship of capital and has become a fierce advocate of fiduciary standards.
Prior to Ket-Cap, Ben spent a decade working on Wall Street. As an equity analyst at UBS in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and how a clear financial plan is vital during difficult times. Before founding Ket-Cap in 2017, Ben worked in investment management at Neuberger Berman alongside a variety of fund managers.
In his personal time, Ben loves to travel with his wife Helen and their son. He also loves to read anything related to business & investing, military history (especially WWII), and theology.
Benjamin Schmid 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.
Ketwich Capital LLC is a fee-only financial advisory firm for rising professionals & business owners regarding their personal finance & investment needs.
Who is Ketwich? Our firm is named after the Dutch merchant Adriaan van Ketwich who is credited with creating the worlds first mutual fund in 1774 named Eendragt Maakt Magt (“Unity Creates Strength”). This fund was founded after Europe had experienced economic shock from a series of bubbles and its intent was to pool investor assets to diversify holdings and reduce risk. As the fund advisor, Ketwich held a fiduciary-like position to uphold "good and proper management at all times."
Why Ketwich Capital? Like our 18th century brethren, we continue to benefit today from the innovation of diversified funds. Unfortunately, the industry’s fiduciary roots are less apparent as investors now face a confusing marketplace with thousands of fund options, high fees, poor performance, and investment brokers more focused on selling than stewarding.
Following Ketwich’s original mission, we seek to return to old principles that put you, our client, as our sole priority.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Retirees and Near Retirees
- Novice Investors
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Benjamin Schmid is a NAPFA Associate MemberThe 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.
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Benjamin Schmid is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Benjamin Schmid is a Member of the XY Planning NetworkThe 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.
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Benjamin Schmid is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Benjamin Schmid
Office Locations:
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26 Tranquility Drive
Malvern, PA 19355
