A Personal Note
When I started this firm, my goal was simple: to create a place where financial planning feels as personal as family. I’ve always been drawn to helping others—originally, I wanted to be a teacher or coach to make a positive impact. Over time, I realized that through financial planning, I could help people feel confident about their future, knowing that their dreams are within reach and their hard work is protected.
At Southern Wealth, we’ve built a team that takes the time to understand your unique journey, your values, and your aspirations, ensuring that every decision is rooted in what matters most to you. To us, financial planning goes beyond numbers. We help our clients gain the peace of mind that comes from knowing they won’t run out of money and can confidently use their resources to do the things they truly want to do. Our approach combines precision and genuine care, designed to help you feel secure in the future you’re building.
Whether preparing for retirement, transitioning a family business, planning a legacy, or any of life’s moments in between, we’re not just here to provide guidance; we’re here to stand by you, step by step, to help protect and grow what you’ve worked so hard to achieve.
Thank you for placing your trust in us; we’re honored to be part of your financial journey.
Welcome to Southern Wealth. It’s not just our name; it’s the way we do business.
Warm regards,
Ben Gantt, RICP®
Founder and Private Wealth Advisor
Deeply Rooted in Family Values
As a Tallahassee native, my family and I have a deep connection to this community and a lifelong passion for Florida State University. My wife, Bambi, and I have five energetic children who keep us busy. We enjoy traveling together as a family and love finding ways to give back to the community through various philanthropic initiatives.
In my free time, I’m often cheering on the Seminoles, spending time outdoors, or exploring new places with my family.
Financial planning should never feel rushed. At Southern Wealth, we believe in taking the time to get things right.
Warm regards,
Ben Gantt, RICP®
Founder and Private Wealth Advisor
Extending Our Family Values to Southern Wealth
Just as I value family in my personal life, my team and I bring that same sense of care and commitment to our work at Southern Wealth. Our team is dedicated to building long-term relationships rooted in trust and shared values. Together, we’re here to support you and your family’s financial journey with the same dedication we give to our own.