Ben Beshear, CFP®, AWMA, CLTC in

Ben Beshear, CFP®, AWMA, CLTC

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CEO & Private Wealth Advisor at LiveWell Capital -Northwestern Mutual
📍 Cincinnati, Ohio, United States

As CEO of LiveWell Capital, Ben Beshear leads a firm managing over $6 billion in assets. A CERTIFIED FINANCIAL PLANNER® with 20+ years of experience and a Miami University graduate, he is a recognized Forbes top advisor. People describe him as knowledgeable, trustworthy, and a consummate professional.

Outside of work, Ben is a dedicated family man, married to Lindsey with two children, Logan and Campbell. He is active in his community, serving on the board of City Link, and enjoys coaching his kids sports teams and playing tennis. His morning routine includes journaling and reflection.

His first name is Joseph, named after his grandfather, and he wears his grandfathers dog tag as a tribute.

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Experience
26 Years
Current Role
CEO & Private Wealth Advisor
Job Level
Leadership
Location
Cincinnati, Ohio, United States
Personality Overview

How Ben shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ben cares about

Purposeful Wealth Building
Helps entrepreneurs and executives build wealth with purpose, focusing on a holistic view of life that includes financial, relational, physical, intellectual, and spiritual well-being.
Advisor Coaching
Passionate about giving back to the industry, he runs a consulting business to coach other financial advisors on building successful practices and achieving their goals.
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Career

Work history

9-2020
CEO & Private Wealth Advisor
LiveWell Capital -Northwestern Mutual
6-2001 - 9-2020
Wealth Management Advisor / Managing Director
Northwestern Mutual - Beshear Financial
5-2000 - 6-2000
Intern
Frito Lay (Walkers/London)
5-1999 - 5-2001
Intern
Northwestern Mutual - Beshear Financial
In the press

Media appearances

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Education
1997 - 2001
Marketing
Miami University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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