Ben Chase

Ben Chase is a Wealth Advisor and Partner at Fortitude Financial, where he has been a key member of the team since 2013. His leadership and dedication led to his promotion to Partner in November 2022, reflecting his long-standing commitment to the firm’s mission and clients.

Ben specializes in comprehensive financial planning, with a focus on helping individuals and families confidently navigate their financial lives. His work includes client reviews, investment analysis, and disciplined portfolio management, always centered on helping clients pursue their long-term goals with clarity and confidence.

A Summa Cum Laude graduate of Eastern Washington University, Ben earned his Bachelor’s in Business Administration with a major in Marketing and an emphasis in Finance. He continued elevating his expertise through advanced designations—earning the Retirement Income Certified Professional (RICP®) in 2016, the Certified Financial Planner (CFP®) designation in 2017, and later the Chartered Special Needs Consultant (ChSNC®), which deepened his ability to serve families with dependents who require additional lifelong support.

Ben’s path into special needs planning is personal. His daughter, Ruth, was born with additional support needs, inspiring him to help other families navigate the complexities of ABLE accounts, Special Needs Trusts, government benefits, and long-term care planning. This journey has become a central part of his advisory work and mission—ensuring families feel supported, understood, and prepared.

Outside the office, Ben prioritizes time with his wife, their three children, and the family dogs, Grace and Clover. He stays active through running, golfing, and snowboarding, striving for a balance between family, wellness, and professional purpose.