Ben Henry-Moreland, CFP®, EA is the Senior Financial Planning Nerd at Kitces.com, where he presents for on-platform events and writes regularly for the Nerd’s Eye View blog. Ben specializes in advanced tax planning strategies, AdvisorTech, and practice management topics with a special interest in addressing the needs of solo RIAs and mid-sized firms.
Ben took an irregular path to financial planning, earning a degree in vocal performance and working as a professional opera singer before pivoting to finance in 2012. Prior to joining the Kitces team, he worked in institutional investment consulting and wealth management. While working in those fields, Ben’s artistic roots and experience as a freelance musician shed light on a service gap in the finance industry, which in turn led him to found Freelance Financial Planning, an RIA specializing in financial planning and tax preparation for self-employed professionals. There, Ben employs the very concepts that he writes and speaks about for the Kitces platform.
Numerous outlets borrow from Ben’s expertise, including the New York Times, Financial Planning magazine, MarketWatch, InvestmentNews, Yahoo Finance, and ThinkAdvisor.
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