Ben Logan is a Partner, Wealth Advisor at Waverly Advisors. He has been with the firm since the merger with BT Wealth Management in July 2022. Ben focuses in two core areas, personal wealth management and corporate retirement plans.
Ben works with young and retiring executives, helping them through the full cycle of financial events such as business transactions, estate/wealth transfers, and retirement. His tax planning and estate strategies help minimize the tax burden of such events, preserving wealth for his clients, while his portfolio management and legacy planning strategies help him steward his clients’ assets in a way that aligns with their personal goals
Ben compliments his work on the private wealth side with advisement of corporate retirement plans. He works with small and middle market companies on 401k and Cash Balance Plans, helping these companies optimize the benefits to their owners and employees.
Ben is a Certified Financial Planner (CFP®). In his spare time, he enjoys playing softball and other various recreational sports. He likes to spend his spring and summer supporting the Atlanta Braves and relaxing at Lake Burton. He dedicates his fall to UGA football and likes to finish off the year by running the Atlanta Thanksgiving Half Marathon.
