Benjamin Scott Britt, CFP®

Wealth Management Advisor

Our Mission 

 

For nearly a decade, the mission of Benjamin Britt has been to help clients create, implement, and maintain a comprehensive financial plan that addresses all contingencies. Financial success and the freedom it provides to individuals and families is built over decades by making the right choices year after year. Benjamin and his team are committed to guiding you from your early career all the way into and throughout financial independence. It won’t be flashy and it will take discipline, but they will bring the expertise and stewardship you need to reach your goals.

 

Our Experience 

Ben Britt has extensive experience working with professionals of all types, with specific expertise in planning for business owners and medical professionals across the US. Benjamin is a sought-after speaker and provides “Finances in Physician Practice” seminars to 30 residency and physician groups across Southern California, as well as working with more than 200 physicians across the US. Whether you’re in residency, fellowship, or have been an attending for years, they have the knowledge and tools to create a personalized plan that will hep ensure you achieve your goals.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.