Austin Budnack has a clear and simple goal as a financial advisor: to provide his clients with financial peace of mind. He believes there is no cookie-cutter method to financial planning, so Austin offers a comprehensive approach to cater to client’s specific needs and goals. Whether it’s wealth management, budgeting, tax planning, insurance needs or retirement planning, Austin finds enjoyment in creating the optimal solution to each client’s unique situation.

Lachlan has worked in finance since 2006, with experience in corporate governance, proxy research, vote management and cloud and digital workflow technology. As a financial advisor, he feels a true sense of purpose helping clients achieve their goals. Lachlan became a wealth advisor at Equius Partners in 2017 and is now part of Wealth Enhancement Group after the firms joined forces in 2023.

Ben started his career in financial services as a temp at Charles Schwab in 2007 and eventually became one of the firm’s top financial consultants. He later joined SoundView Advisors as a financial life planner and director of marketing. Ben enjoys working with clients and finding creative solutions to help them have confidence in their financial futures. In his free time, Ben enjoys spending time with his wife Larissa and their three children.