PARTNER, FINANCIAL & TAX PLANNER

Benjamin G. Beuning CFP^®, CIMA^®, CRPC^®

Ben is a partner and financial planner at RGW Wealth Management, LLC. He specializes in providing holistic financial planning, investment management consulting, insurance solutions, estate planning, and tax planning services to a diverse set of private clients. As a partner at RGW and a CERTIFIED FINANCIAL PLANNER^® professional (CFP^®), Ben shares the firm's core values of integrity, independent and objective advice, and prioritizing the client’s best interests.

Passionate about financial planning and empowering individuals, Ben works closely with clients to holistically integrate their personal financial planning with their unique goals, needs, and values. His mission is to help create plans for financial futures and enable clients to focus on what matters most to them.

Additionally, Ben supports business owners in reviewing, developing, implementing, and monitoring employer retirement plans and their investment options. He also assists non-profits and institutions with investment management consulting.

Ben graduated with high honors from Saint John’s University in Minnesota, earning a Bachelor of Arts degree. He is a CERTIFIED FINANCIAL PLANNER^® professional (CFP^®) and holds the Certified Investment Management Analyst (CIMA^®) designation, offered through the Investments & Wealth Institute in conjunction with the Yale School of Management. He completed the Wealth Management Theory & Practice Executive Education Program at the Yale School of Management in 2024. Ben also holds the Chartered Retirement Planning Counselor℠ (CRPC^®) designation and the Accredited Wealth Manager℠ (AWMA^®) designation.

Ben and his wife reside in the Twin Cities with their two dogs and are excited to welcome their first child in May. Outside of the office, Ben enjoys leading an active life with his family. Together, they love the outdoors, traveling, summer days on the lake, and spending time with family and friends.