Ben Orner, CFP®

Wealth Advisor

Bio

“Fight the good fight, finish the race, keep the faith.”

Ben Orner has worked as a wealth advisor since early 2021, but his connections with the financial industry go back several years. Reggie Boan, a former advisor at Blackbridge Financial – Irmo, has long served as his friend and financial advisor. Ben completed his MBA in the fall of 2020 and as the firm expanded, Ben was given the opportunity to use his data analysis and management abilities, leading to his eventual role as wealth advisor.

He models his professional life after Colossians 3:23, which translates into treating others with respect and putting their interests first while giving his best effort in everything he does. Ben’s motivation lies in being able to give people good news regarding their retirement planning and helping people get their planning on track. He especially values the variety that the job brings and the unique story that each person has to share.

Ben holds a Project Management Professional (PMP) certification and his CFP®. Before becoming an advisor, he worked at the State of South Carolina in the Department of Disabilities and Special Needs for 12 years. Ben has spent his career helping others through government service and has now entered a new realm of direct one-on-one assistance in preparing people for their futures.

While having grown up all over the world, Ben has lived in Irmo, SC since the early 2000s where he met his wife and now has 2 kids. When not in the office, he enjoys playing soccer in a local men’s league, reading a good book, and spending time with family. He and his family are huge Disney fans and enjoy trips to Disney World. 

ben.orner@lpl.com

803.749.7670

715 Kennerly Rd, Irmo, SC 29063

www.blackbridgesc.com

Certifications

Education

pROJECT MANAGEMENT PROFESSIONAL (2019)

cfp® (2023)

Columbia International University, B.S. in Psychology (2004), MBA (2020) 

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 66
CFP®
Securities Registration States:

Series 7:
General Securities Registered Representative
Held with LPL Financial

Series 66:
Uniform Investment Adviser
Held with LPL Financial

CFP®:
CERTIFIED FINANCIAL PLANNER™ Practitioner

Securities Registration States:
AL, AZ, CA, DE, GA, MS, NC, NH, NJ, NY, PA, PR, TN

General Securities Registered Representative
Uniform Investment Adviser
CERTIFIED FINANCIAL PLANNER™ Practitioner
AL, CA, CO, FL, GA, IL, NC, OH, SC, TX, VA

Held with LPL Financial 
Held with LPL Financial & IAA


check my background with finra