Ben Lievestro

CFP®

Ben is an outstanding advisor who has guided me and my husband in our retirement years with professionalism and patience.

I've had multiple advisors over the years with First Command, and Ben is, by far, the easiest to work with. He's patient with my lack of interest in financial topics, clearly explains things when I have a question or need to make a decision, and never pressures me to do one thing or another. I trust his expertise and integrity.

Ben has helped us in many ways financially and is a very personable person to deal with. He always seems to have the time to help and certainly is knowledgeable about the financial investing business. I highly recommend him.

Ben is attentive and takes quick action. He has provided us with outstanding advice and service for over two decades.

Outstanding Financial Advisor for past many years. He has kept me in great shape. Very knowledgable and professional yet always personable and friendly. Highly recommended.

We've been working with Ben since shortly after relocating to NOVA over 8 years ago. His advice is always honest and straightforward, grounded in pure and simple math (when possible). He is a competent advisor and worth listening to.

I have been working with Ben for over 10 years and highly recommend him. We meet regularly to review my financial goals. He explains things in layman's terms and I feel very confident that I'm on track for a comfortable retirement at the age I've set as my goal. He also helps plan for large expenses such as college tuition and home repairs/improvements. He provides a big picture overview of my plans but can go into as much detail as I need. He's great to work with.

In all respects, Ben Lievestro has been a Five Star Financial Advisor to me and my wife, Lillie, since he began to work with us over 16 years ago. Thank you Ben and First Command!

Lutrelle and Lillie Parker

Ben is a consummate professional. He is always attentive and responsive while providing sound investing advice.

Ben was very patient. He was just awesome!

My spouse and I recently met with Ben Lievestro and we could not have been more pleased with his sound advice. We chose Ben, in part, due to the excellent reviews he had gathered, and it was clearly the right decision. During our time with him, we discussed several different scenarios, and it was clear that he had our best interests in mind. It would not be inconceivable at all that we continue to use Ben as our FC advisor long after we have departed the Washington DC area. Highly recommend! 5/5 stars!

Our family has worked with Ben Lievestro for many years. I cannot say enough about Ben’s commitment to delivering professional financial consulting services to our family. He has been a steadfast consultant to my wife and I as we have journeyed through our lives. Ben’s impressive skills, experience and commitment to his clients has been instrumental to setting my wife and I up for an amazing financial future where we will be able to meet our retirement goals and not worry about finances being a stressful part of our lives. Ben has gone above and beyond to assist us with our financial portfolio but also establish an estate plan that will ensure our family is shielded from the pitfalls that many fall victim to throughout their lives. This includes having a generous estate to provide a legacy for our children and taking care of our special needs son. Ben has my highest recommendation to anyone looking for an exceptional financial planner.

Ben Lievestro has been our advisor for many years. He has skillfully assisted us while I was working in my "second career" after the military and helped our transition into full retirement about 3 years ago. His guidance and knowledge has been invaluable with our investment strategies, integrating them with consideration of Social Security, pensions, Qualified Charitable Distributions (QCD), and now with Required Minimum Distributions (RMD). He has always been available to answer our questions clearly and patiently. He always advises us with a personal and caring approach – and never any pressure. As a consequence of his services we are enjoying a worry free retirement. We wholeheartedly recommend him to anyone seeking a financial advisor.

Ben has been my advisor close to 10 years and he sets the bar for sound financial advice. He is always prepared, pleasant, respectful, and present in the moment.

Ben has been my financial advisor for almost 10 years. His investment and insurance advise greatly benefitted me and my family during the last decade of my work life. My long term association with First Command and Ben has ensured my transition to retired life if financially secure. Plus he's a great guy to talk and work with.

Aside from personal (physical) health, one’s financial health is of utmost importance, and on that front we trust Ben’s experience, wisdom and guidance implicitly! During our 13+ years working with Ben, he has been an invaluable sounding-board for our many financial questions and concerns and has also gone above-and-beyond on numerous occasions to provide us with contacts and resources for related services – banking, consolidation loans, family trust, mortgage refi., etc., where he clearly derived no benefit other than the satisfaction of knowing that he’d helped a client. Ben is also advising our adult children and numerous friends; if you’re looking for a top-level financial advisor, you should contact Ben too!

Ben is extremely knowledgeable and also invested in his clients. He takes a personal interest above and beyond his profession.

Ben is a great advisor and is very supportive. He has been helpful in getting me set up for life during and after college and is always there for me to ask questions and to learn. Greatly appreciate his support and advice.

We've been with Ben for over 10 years. We value all advice as it always is the best for our current and future financial health, to sustain as well as to increase our assets.
Ben is also keen on guiding us through tax implementations to insure we make future decisions that don't increase our tax burdens....

For Pam and I, Ben sets the standard for professionalism and competency on a wide range of financial planning and management issues.

I have been a First Command client for many years and have been served by over a dozen 1st Command agents throughout the United States and in Europe. All of our advisors have been very good and professional, however, Ben takes it two steps further. He understands Pam's and my financial needs and tailors advice and feedback based on the situation -- not just to make a "sale."

For example, we had a situation evolve where liquidity was an important requirement for our investment. He tailored his advice to ensure Pam and I had the cash flow necessary and still meet our financial goals. Also, as our needs changed, he recommended we actually adjust some of our long-held investments to better meet the evolving situation.

Lastly, he also is very good with sticking with basics. Even after many years as a client, Ben asked Pam and I to reevaluate our monthly budget so he could provide a fresh perspective on our financial situation.

Needless to say, I intend to be a client for many more years. Ben's professionalism, competency in financial advice, acute attention to detail, and a rock-solid support team make him a pleasure to work with.

My wife and I have had the fortune of having Ben as our financial advisor going on ten years now. Ben is a sraight shooter who provides honest information and direction that benefits the customer; he will take care of all your financial needs that are in your best interest, not his. You can't go wrong in having Ben as your planner in your short or long term financial goals- He is the best of the best.

SGM RETIRED, US. ARMY

Ben always does a great job - great counseling and great advice. We enjoy our visits with Ben and he always answers all our questions. He has shown us the right way to a comfortable retirement.

Ben is a complete professional whose sound financial advice I have come to rely on the last several years.

I have worked with Ben Lievestro for over 10+ years after the retirement of Alan Weever. Ben has been superb with his advice, measured in his approach, and can explain complex financial matters to me in layman's terms. He gives personal attention and does not push any financial products, just for the sake of doing it. All of his recommendations are targeted towards my current financial standing and future goals. I have been incredibly happy with Ben and would recommend him to anyone.

We have been working with Ben now for over 10 years and truly appreciate what he has done for us. He and his assistants have always been there for us and quick to respond to our myriad of questions.

I have known Ben personally for many years, too many for either of us to count at this point, and I appreciate his professionalism in working with me as my financial advisor. He is always prepared for our meetings, and we work through the agenda together based on the goals we have set. He takes the time to answer my questions thoughtfully, I leave our meetings so much smarter and better educated about my financial future. I would recommend him to anyone starting out on the road of financial planning or already on their journey.

Ben Lievestro has saved me. He transformed my financial future and helped me achieve my homebuying goals despite owning an underwater condo. During the 10+ years I've known him, he has always given me expert guidance, and now I have the confidence to make important financial decisions, knowing that I have a reliable advisor by my side. I wholeheartedly recommend Ben as a financial advisor. His knowledge, integrity, and dedication to his clients make him an exceptional professional. I can never thank him enough for what he has done for me and my family.

Ben Lievestro has been our financial advisor for about 10 years now after the retirement of our original Financial Advisor, Alan Weaver. Because Alan Weaver was a seasoned First Command Advisor, Ben had big shoes to fill, and after 10 years we can confidently say that he has done admirably in this regard. He is always responsive to our needs, takes the time to explain financial concepts, and he always goes the extra mile in helping us meet our financial goals. Thus, we wholeheartedly recommend him as an excellent First Command Financial Advisor.

Ben Lievestro is the third advisor with First Command to assist us and he is the best fit for us. He is incredibly responsive and knowledgeable - he has assisted us through the last few years of working before retirement and now in full retirement. He is prepared every time we meet, he anticipates questions before we ask them and provides sound, understandable advice. I would recommend him to anyone.

Ben and his team have supported us for 20+ years. We have been in fantastic hands. All in-house and on-line support has been extremely top notch. Highly recommend Ben for your financial planning!!!!

I have enjoyed professional service from numerous advisors since 1979. Ben is the best that I have experienced. Zoom meetings were very helpful during the pandemic.

I have had several financial advisors over my 50+ years of investing. Ben Lievestro is unquestionably the best. His knowledge of financial issues is extensive. This enables him to thoroughly explain financial matters with his clients. What I like best about Ben is that he will discuss and make financial recommendations that fit your financial situation. But, he leaves it up to the client to decide. There is absolutely no pressure from him. Also, his newsletter is a welcome innovation.

Ben has been our advisor for the past 6+ years. Being longtime First Command customers with numerous advisors over time, all of them good; Ben is head and shoulder above. He’s consistently provided insightful, useful and cogent financial advice and services. Glad to be working with him.

Ben Lievestro consistently provides me with exceptional service as a financial advisor. He provides me with comprehensive investment management, tax advice, and insurance strategies.

Ben Lievestro is a superb financial advisor. He is very knowledgeable, responsive to our questions, patient in explaining his recommendations, understanding of our goals, and diligent in effecting plans that are in our best interest. We highly recommend him.
Tom & Kathy Willson

Ben is the fourth First Command advisor we've had since 1987. While they have all been helpful with our financial interest in mind, Ben is a true professional, providing sound financial advice and guidance to my wife and me for over 10 years. His meetings with us, whether in the office or via Zoom, and we are never rushed for time. More importantly, he has become a good friend.

Ben was our financial planner for 7 years. We moved and had to switch planners a few times but none of them have lived up to his personal, involved, and supportive standards. We felt like we were more than just another number/client.

I have been a client of Ben Lievestro of First Command since he arrived at the First Command office here in Alexandria, VA, 9 years ago. I have enjoyed the financial advisor-to-client relationship and have benefited greatly from his sound advice as he manages my account. One of his greatest strengths is that he really listens and takes the time to get to know you as a person and guides you in setting realistic goals. I can wholeheartedly recommend Ben as a great professional money manager and friend.

Ben is the fourth advisor we have had at First Command over our many years. While all of our advisors have been very good, Ben is exceptional. His thoughtfulness and thoroughness are greatly appreciated. Ben and his team have gotten onto all of requests quickly, accurately, and always with a smile. Ben has always taken personal interest into our lives and tailors his actions and advice to our specific needs and desires.

Prompt professional financial service and guidance! Ben provides excellent customer service, he follows up on questions and concerns, and he provides sound advice that has had tremendous financial benefits for me and my family. I highly recommend his services.