Ben Burgess, CFP®, joined Peace of Mind Wealth Management in May 2024 and supports clients as a Wealth Advisor. Ben works with clients to help build and maintain financial plans that reflect their goals, keeping strategies organized and up to date as needs evolve. He brings a calm, thoughtful presence to planning conversations and supports the ongoing details that keep those plans running smoothly.

Growing up with two accountant parents, he developed a strong understanding of financial principles early on—and a desire to help others plan confidently for the future. Ben earned his degree in personal financial planning from Western Carolina University and previously worked in wealth management in Charlotte before moving to Raleigh. Outside the office, he enjoys spending time with family and friends, staying active, and cheering on his beloved Cleveland Browns through every season.