Ben Folkert
About
Ben
Ben Folkert is an associate advisor with the Private Wealth division of Blue Trust and serves clients from the firm's Holland, Michigan office.
As a CERTIFIED FINANCIAL PLANNER® professional, Ben provides comprehensive financial planning and investment guidance, helping clients develop personalized strategies aligned with their goals and values. He works closely with individuals and families to address key areas of their financial lives, including cash flow management, retirement planning, tax-efficient strategies, estate planning, education funding, and charitable giving. In addition, Ben supports portfolio oversight through investment reviews, analysis, and ongoing monitoring. Dedicated to delivering a high level of service, he values building long-term client relationships and helping clients make informed financial decisions with confidence and excellence.
Ben joined Blue Trust in 2022 as a financial planning associate and was promoted to a financial planner the following year.
He earned his degree in finance with a concentration in investments from Grand Valley State University. In school, Ben gained hands-on investment experience as an equity research analyst for IPO, his university's student managed investment portfolio. He was responsible for analyzing companies within the large-cap growth and small-cap value sectors, conducting fundamental research and presenting investment recommendations for the portfolio. He is also a Certified Kingdom Advisor® (CKA®).
Outside of the office, Ben enjoys serving in his local church and community, surfing on the lake, riding dirt bikes, and enjoying the beauty of God’s creation.


