Meet Ben Farrell, PPC – Financial Advisor in Rochester, MN
As a dedicated financial advisor based in Rochester, Minnesota, I specialize in helping Mayo
Clinic employees, retirees, and small business owners create tailored financial plans that align
with their goals and values. Whether you’re preparing for retirement, navigating your employee
benefits, or managing your small business finances, I offer personalized guidance built around
your lifestyle and future plans.
I am an LPL Registered Representative holding the FINRA Series7 and 66 registrations through
LPL Financial, and I’m also licensed to sell Life, Health, and Accident Insurance. In addition, I
hold the Professional Plan Consultant (PPC®) designation, allowing me to provide specialized
retirement plan consulting and fiduciary best practices.
I earned my bachelor’s degree in financial planning from the University of Minnesota Duluth in
2019, and since then, I’ve worked with individuals and families to create clear, customized
financial roadmaps—whether that includes investing, planning for college, or preparing for
retirement.
Who I Work With
• I provide financial planning and investment advice to:
• Mayo Clinic employees looking to maximize their 403(b) and employer-sponsored plans
• Retirees preparing for or living in retirement who want clarity on income planning and
asset preservation
• Small business owners seeking strategic financial growth and retirement planning
solutions
• Families and individuals who want to build wealth, save for college, or manage cash flow
effectively
Services I Offer
• Comprehensive Retirement Planning
• 401(k), 403(b), and Employer-Sponsored Plan Guidance
• Investment Advice & Portfolio Management
• College Savings Plans
• Cash Flow and Budgeting Strategies
• Insurance Planning (Life, Health, and Accident)
A Personalized Approach
No matter your profession or background, I believe financial advice should be tailored to your
unique goals, values, and circumstances. Whether you're navigating complex retirement plans,
managing investments, or planning for a major life transition, I take the time to understand what
matters most to you. I’ve worked with individuals from a wide range of industries—including
healthcare, small business, and education—to create clear, confident financial strategies. My goal
is to make the planning process approachable, transparent, and built around your life—not just
your numbers.
Outside the Office
When I’m not helping clients plan for the future, I enjoy spending quality time with my wife,
Maya, and our Bernese Mountain Dog, Bamber. We love to travel, hunt, fish, and spend time
with family. I also have a lifelong passion for sports, whether that’s competing or just playing for
fun.
Looking for a financial advisor in Rochester, MN?
Contact Ben today to schedule a complimentary consultation and explore how personalized
financial advice can help you pursue your goals.