Ben Stein, founder and Managing Principal of Stein Financial Advisory, is a Registered Investment Advisor (Series 65) with over 15 years of experience in investing and wealth management.

 

Guided by a disciplined, patient approach, Mr. Stein emphasizes time in the market over market timing, helping clients compound their wealth by avoiding speculation and smartly managing risk. His focus is on buying great businesses with enduring competitive advantages, strong fundamentals, and skilled management. Mr. Stein combines a steady temperament with a long-term view designed to build and preserve wealth responsibly.

 

He founded Stein Financial Advisory in 2024 out of a passion for investing as well as teaching and helping others achieve financial security. Frustrated by the exorbitant fees and cookie-cutter approach of traditional advisors, he set out to create a firm that prioritizes client success through transparency, fair fees, and tailored strategies focused on delivering real, lasting value.

 

In addition to his Registered Investment Advisor designation, Mr. Stein holds an MBA from the Kellogg School of Management at Northwestern and a BA in Economics, summa cum laude, from Bowdoin College.