Skip to content We work as true fiduciaries to put you in the center of our relationship and working hard to make your values and goals come through in your financial plan.
PecuSavvy Financial is inspired by the Latin root pecu, historically connected to wealth and resources. In today’s world, where money is evolving and opportunity moves quickly, wealth is no longer just about what you accumulate. It is about how you use it to create freedom, stability, and meaningful impact.
PecuSavvy was founded to bring a modern, independent approach to financial planning rooted in transparency, strategic wealth management, and long-term alignment. We combine timeless financial principles with forward-thinking strategy to help families, professionals, and business owners build wealth with clarity and confidence.
This is about more than managing money. It is about strengthening families, supporting thriving businesses, and helping you live with financial purpose. We invite you to discover what being truly PecuSavvy can mean for your future.
Ben Lopez works with clients to help them make money by making smart decisions with their money. He believes in long-term relationships, strategic planning, and education to empower clients and their finances.
Ben started in the industry over a decade ago, during his last year of college. His passion grew quickly as he learned that we could take control over our relationship with money. Something his family struggled with growing up. He works hard to grow professionally for his clients, building his expertise and proactive learning, earning his CFP® and CPWA® professional marks.
Ben’s specialty comes in strategic planning with business owners, healthcare professionals, high income earners, high net worth individuals/families, retirees, and others. He works closely with clients to build meaningful relationships and understand their needs, values and goals.
Outside of his passion for helping others towards financial freedom, Ben stays busy having fun with his wife Amanda, their son Benny Ray, and pup Mylo. You may bump into him exercising at the golf course, trying a new restaurant, or during an outdoor activity with the fam.
“We make a living by what we get. We make a life by what we give”.
Choosing us means partnering with a team dedicated to helping you navigate complex business challenges with confidence. We’re here to drive your success every step of the way.
Discover the values we apply in our business and financial consulting.
Our team consists of highly creative business and financial consultants who can help you achieve your goals.
If you’re juggling work, family, and big financial decisions, you don’t have to do it alone. Talk with PecuSavvy Financial to map out your priorities, identify quick wins, and build a plan that supports your long-term goals.
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