Ben Cheaney

Ben grew up in Shelby, North Carolina, before heading to the University of Chicago, where he earned a Bachelor of Arts in Public Policy with a concentration in Finance. He began his career in the financial services industry and has spent over a decade building a deep, well-rounded perspective on how wealth management firms operate behind the scenes. Early in his career, Ben worked closely with investment research and advisory teams and later served as a consultant focused on strategy and business transformation for large financial institutions. That experience gave him a strong analytical foundation and a clear understanding of how thoughtful planning and disciplined decision-making can drive meaningful outcomes for clients. 

After nearly a decade supporting wealth management firms from the outside, Ben felt called to do more impactful, personal work directly with individuals and families. He joined CP to build relationships rooted in trust, transparency, and education, and to serve as a steady resource for clients seeking confidence and clarity in their financial lives. Ben values CP’s independence, comprehensive planning approach, and long-term mindset, which allow him to tailor strategies to each client’s unique goals. He enjoys and understands working with physicians, having been raised by one, along with pre- and post-retiree corporate professionals and young couples, helping them simplify complexity, optimize opportunities, and feel empowered in their financial decisions. His philosophy centers on being accessible, present, and adaptable- recognizing that no two clients are the same. 

Outside of work, Ben lives in the Lake Norman area with his wife, Kathryn, their son, Caden, and their black lab, Guinness. A lifelong athlete who played college football, he still thrives on staying active and spending time outdoors- whether it’s daily neighborhood walks, weekend hikes, or time on the lake or at the beach. Ben also enjoys exploring new restaurants and breweries and staying connected to his community. After living in Chicago for ten years, Ben and his family returned to North Carolina during the pandemic and quickly knew it was home for good. Above all, he strives to be the best husband, father, and community member he can be, bringing the same care and intentionality to his personal life as he does to his work with clients. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.