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Name
Ben Henry-Moreland
Title
Senior Financial Planning Nerd at Kitces.com
Bio
Ben Henry-Moreland, CFP®, EA is the Senior Financial Planning Nerd at Kitces.com, where he presents for on-platform events and writes regularly for the Nerd’s Eye View blog. Ben specializes in advanced tax planning strategies, AdvisorTech, and practice management topics with a special interest in addressing the needs of solo RIAs and midsized firms.
Ben took an irregular path to financial planning, earning a degree in vocal performance and working as a professional opera singer before pivoting to finance in 2012. Prior to joining the Kitces team, he worked in institutional investment consulting and wealth management. While working in those fields, Ben’s artistic roots and experience as a freelance musician shed light on a service gap in the finance industry, which in turn led him to found Freelance Financial Planning, an RIA specializing in financial planning and tax preparation for self-employed professionals, which he owned and ran from 2018 to 2023. Ben draws on his experience and lessons learned as an advisor and firm owner in his writing and speaking for the Kitces platform.
Ben took an irregular path to financial planning, earning a degree in vocal performance and working as a professional opera singer before pivoting to finance in 2012. Prior to joining the Kitces team, he worked in institutional investment consulting and wealth management. While working in those fields, Ben’s artistic roots and experience as a freelance musician shed light on a service gap in the finance industry, which in turn led him to found Freelance Financial Planning, an RIA specializing in financial planning and tax preparation for self-employed professionals, which he owned and ran from 2018 to 2023. Ben draws on his experience and lessons learned as an advisor and firm owner in his writing and speaking for the Kitces platform.
