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About
Lock Wealth Management
My name is Ben Loughery (pronounced Lockery), and as the founder and managing principal of Lock Wealth Management, I am dedicated to providing relationship-based, personalized guidance to help clients feel confident about their financial future. With over 10 years of investment industry experience working at top investment firms, Capital Group and Invesco, I’ve had the privilege of supporting thousands of investors and financial advisors, from individuals building wealth to those managing substantial portfolios. This journey has given me the insight and expertise to help clients at all stages of their financial journey.
I am a CERTIFIED FINANCIAL PLANNER™ professional, having completed the educational curriculum for this certification through The University of Georgia. I hold a bachelor’s degree in Finance from The University of Dayton. I serve on the board of the Financial Planning Association’s Georgia chapter as the Public Relations Chair and am also a volunteer with them as a pro bono financial planner.
In addition, I am an Eagle Scout and a proud member of Atlanta’s local chapter. In my free time, I enjoy walking the Beltline around Bobby Jones Golf Course, cooking, trying new restaurants, waterskiing and fitness.
Schedule a Meeting: https://calendly.com/ben-lockwealthmanagement/meeting
Contact Info
Special Considerations
Things to Know
Based in Atlanta, GA, serving clients locally and across the country through virtual meetings and our collaborative platform.
Lock Wealth Management provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
As a fee-only and fiduciary financial advisor, Ben Loughery is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Questions & Answers
Q Where is Lock Wealth Management located?
A Lock Wealth Management is located at 1372 Peachtree St NE, Atlanta, GA 30309
Q What is the internet address for Lock Wealth Management?
A The website (URL) for Lock Wealth Management is: https://www.lockwealthmanagement.com/
Q How big is Lock Wealth Management?
A Lock Wealth Management employs approximately 1 people.
Q Is there a key contact at Lock Wealth Management?
A You can contact Ben Loughery at 404-590-6884.
Q What days are Lock Wealth Management open?
A Lock Wealth Management is open:
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
