Benjamin Miles, CFP®, CLU®

Ben Miles is a senior partner with Southwest Wealth Strategies, and he leads the practice’s investment management efforts. Ben serves as a dedicated financial advisor to individuals and families, and specializes in both the wealth accumulation and wealth distribution stages of life. A Phoenix native, he brings over two decades of financial expertise rooted in integrity, accessibility, and a commitment to personalized client service.

Ben earned his Bachelor of Science in Business Administration with a concentration in Finance from Northern Arizona University, graduating cum laude in 2003. He holds the Certified Financial Planner^® and Chartered Life Underwriter® designations, reflecting his comprehensive knowledge in financial planning, investment analysis and risk management.

In his daily role, Ben directly oversees investment portfolios, analyzing holdings, researching markets and designing bespoke investment strategies tailored to client goals. He provides clients insight into their investments, fostering transparency and accountability.

Ben is known for his steadfast integrity and high-touch approach to client relationships. He is dedicated to helping clients enjoy their wealth, confident in the strategies and the support provided by a team that prioritizes diligence, responsiveness, and long-term financial well-being.

Outside of work, Ben is an avid golfer, enthusiastic traveler and passionate home chef. He and his wife, Maria, share a love of exploring new cultures, often incorporating local culinary experiences into their adventures with the goal of visiting a new country each year.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.