Benjamin Spiker

Background

About Benjamin Spiker

Benjamin D. Spiker, CFP®, CRPC®, is COO & Founding Partner of Shore to Summit Wealth Management, LLC. based in their Annapolis, MD office. Ben began his career in the Financial Services industry in 1998. Prior to cofounding the private wealth management practice, Shore to Summit, Ben spent nearly 12 years with Merrill Lynch and over 4 years with Smith Barney. As a wealth management advisor, Ben provides qualified investors, entrepreneurs, small businesses, professional service corporations, and employees and retirees of publicly traded corporations with complete wealth management, planning, and education including 401(k) services. Ben integrates employer benefits and compensation with retirement planning, education planning services, investment planning, liability planning and estate planning services. Ben's mission as a financial advisor is to spend the time necessary to understand your balance sheet, cash flow statement and overall financial goals and concerns. He will work with you to help develop and implement an investment strategy that best helps meets your needs and strive to provide the most individualized and unbiased advice available. Ben believes in helping you become financially educated associates in implementing your strategies. To this end, he provides numerous opportunities for you to grow and learn through and with him. In addition, he applies widely tested asset allocation and correlation principles and disciplines to his investment portfolios. Asset allocation does not ensure a profit or protect against loss in a declining market. This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social