bjerome@exactbenefits.com
Ph: (614) 314-4250
Ben Jerome, J.D.
Co-Owner, Managing Partner
Ben Jerome, J.D., has more than 12 years of experience in the financial services industry. In addition to his law degree, Ben holds his Series 65 securities registration and is licensed in life and health insurance in more than 10 states. He co-founded Exact Wealth in 2021.
“We started Exact Wealth to help our clients strategically navigate their way towards and through retirement,” Ben says. “We focus on helping clients who traditionally do not attract the attention and service from the larger, institutional advisory firms. These people have just as great a need for qualified financial advice as the top 1%. We meet our clients where they are at and help them regardless of how high their net worth is.”
Exact Wealth specializes in providing financial advice to individuals and families in any stage of their careers, whether they are just starting out, in the middle, approaching retirement, or in the middle of their retirement. Ben says, “We believe that the only thing standing in the way of financial independence is a lack of knowledge and understanding. We seek to provide this to our clients so they can make empowered decisions for their future.”
“Our mission is to help our clients make educated and empowered decisions that secure their financial futures. We love providing our clients with peace of mind. What I enjoy most about my career is that moment when a client realizes that they can now have confidence that both theirs as well as their families’ financial futures are assured,” Ben says.
Ben grew up in Columbus, Ohio and lives in a suburb northeast of Columbus with his wife. Prior to co-founding Exact Wealth, he was managing vice president of Appreciation Financial for 10 years. Ben received his Bachelor of Arts in business administration from Olivet Nazarene University in Illinois and went on to receive his J.D. (juris doctor) degree from Capital University Law School in Columbus, Ohio.
Ben loves to educate consumers about financial matters and train financial advisors about how to help consumers. As part of those efforts, he has appeared on the Brad Lea TV podcast.
John Becker
Co-Owner, Managing Partner
Ben Jerome, J.D.
Co-Owner, Managing Partner
Sarah Nugent-Noll
Retirement & Medicare Specialist
Our Team:
Being Prepared for Retirement Is Key
The retirement planners, financial professionals, investment advisors and financial planners at Exact Wealth provide customized plans for our pre-retirement clients in conjunction with CPAs and estate attorneys. We care about helping you retire with tax-advantaged retirement income that can last as long as you live. We help you pull all the various aspects of retirement together, from Medicare, Social Security, tax strategies, advanced estate planning concepts, wealth and asset management, annuities, life insurance and much more. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.
Services
at Exact Wealth
The menu of services available at Exact Wealth are included as needed or recommended as part of your comprehensive retirement plan. Your retirement plan is customized and tailored to your situation, your retirement lifestyle goals, your retirement income needs, your risk tolerance, and your personal objectives, including your plans for wealth transfer to the next generation. The financial professionals at Exact Wealth draw on many disciplines to create and implement your plan. Here are some of the services we provide, click each one to learn more.
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Free Consultation
Schedule a free consultation with one of our team members to help identify where you are currently at, so we can help you make an informed decision on how to accomplish your goals for the future.
