Benjamin J. LaManna

“A big part of my job is taking away the fear of the market.”

Mission & Objectives

With more than a decade of experience advising individuals, families, business owners, and private equity partners, I help clients make clear, strategic decisions that strengthen their financial futures. I hold Series 7 and Series 66 licenses, as well as life and health insurance licenses, allowing me to deliver integrated guidance across investment management, risk mitigation, estate planning, and long-term wealth strategy.

My work spans financial planning, private equity and business advisory, mergers and acquisitions, and 1031 exchange strategies. I collaborate closely with clients and their attorneys, CPAs, and banking partners to evaluate transactions, optimize capital events, and build financial frameworks that support both immediate priorities and multi-generational goals.

Philosophy

I take a relationship-driven, holistic approach—pairing data, discipline, and real-world perspective to help clients navigate complexity, manage opportunity and risk, and make decisions with confidence.

Personal

Outside of work, I’m a dedicated husband and father. I enjoy cooking, staying active, coaching, and spending time on the golf course.

Education

• Saint Joseph's University, Haub School of Business - B.S. in Businesss Management & Finance, 2012

Professional Credentials

• Series 7, 66
• Life and Health Insurance licensed