Benjamin Smith is a seasoned financial professional with extensive experience in investment advisory and wealth management. Currently serving as the Senior Investment Advisor and founder of Vision Wealth since June 2022, Benjamin also contributes as an Investment Advisor Representative at Impact Partnership Wealth, LLC, and is a member of the Estate Planning Team, a group of experts focusing on business planning and wealth succession through the Deferred Sales Trustâ„¢. As the President and Founder of LegacySmith, Benjamin has built a diverse career that includes previous roles as Senior Wealth Advisor at Ashton & Associates Wealth Management & Insurance, Partner/Senior Wealth Advisor at Summit Wealth Strategies, and various positions in investment advisory firms. Benjamin holds a Bachelor of Arts degree obtained from Brigham Young University and previously attended the University of Idaho.
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Portland, United States
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