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Live the life you want to live.

Live the life you want to live.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Loyalty︱ Selfless Service︱ Respect︱ Integrity

Benjamen Jacobs

Owner | Advisor


Ben graduated Cum Laude with a Bachelor of Business Administration in finance from the University of Cincinnati, Carl H. Lindner College of Business. He went on to earn a Master's Degree in finance from the University of Cincinnati. Mr. Jacobs also served as an Infantry soldier in the United States Army and Army National Guard for 9 years. During his time in service, he was deployed in 2005 as part of the humanitarian efforts in hurricane Katrina. Then, in 2006-2007, he was deployed to Iraq as part of Operation Iraqi Freedom.

After working for a major wall street firm and an independent boutique firm Ben founded Jacobs Wealth Management, LLC. Ben has a true dedication and passion to help others reach their financial goals through financial planning and investment management. He is enthusiastic about empowering others through education and for the past several years Ben has been volunteering his time at the Miami Township Civic Center teaching classes on investing, estate planning and tax planning.

Ben resides in Milford with his wife and two young children. He enjoys spending time with his family at local parks along with Kings Island Amusement Park. Ben also loves cooking, the spicier the better, as well as exploring and supporting locally owned restaurants.