Benjamin Hayes, CFP®

Principal, Senior Financial Advisor | Principals, Advisors

As a principal and senior financial advisor with Wipfli Financial, Benjamin is known for his ability to instill confidence and clarity in his clients, anticipating their needs and raising their level of understanding around their money so they can make better decisions. With extensive background and expertise in personal financial planning, Benjamin is well-versed in helping clients prepare for future uncertainties in their financial lives, primarily focusing on retirement and wealth management.

Benjamin focuses his time within healthcare, advising physicians, dentists and medical practices on a range of topics. He  leads Wipfli Financial’s healthcare advisory group, a team that helps providers improve their cash flow through sophisticated retirement savings strategies, advises on student loan forgiveness and repayment opportunities, assists with practice transition challenges, and advises on wealth transfer strategies. 

Benjamin also has a passion for helping clients meet their philanthropic goals. He routinely partners with clients to identify their charitable goals, and then helps develop tax effective strategies to increase the impact of their charitable giving

Within the community, Benjamin is a  board member at Oral Health Partnership (OHP) and CollegeReady. OHP is a nonprofit in Brown County committed to changing the lives of our communities’ children through access to excellent oral health services and education. CollegeReady is a local nonprofit helping area students reach higher education through academic and financial support.

When he’s not in the office, you’ll likely find Benjamin running or biking roads and trails — he loves anything and everything to do with running and triathlons. He lives in the Green Bay area with his wife, Kelly, and their children — Millie, Greta and Simon.