Simplified Planning & Investments

At Simplified Planning and Investments, everything begins with my passion for people. I’m Ben Geiger, a CERTIFIED FINANCIAL PLANNER™ professional and founder of the firm. I believe financial planning is about more than numbers—it’s about building trust, understanding your story, and helping you live with greater peace and purpose.

I take a holistic, fee-only approach that focuses on you, by creating clear, confident financial plans and investment portfolios tailored to your unique goals. I strive to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision.