Ben Geiger
Advisor at Simplified Planning and Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Simplified Planning and Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Simplified Planning and Investments
Location
Johnston, IA 50131
Credentials
CFP®
Industry experience
6 years
Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity.
At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease.
Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision.
Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys.
I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.
Flat .8%
$250
$200-$600
Simplified Planning and Investments, LLC
2025 - Present (1 year)
Syverson Strege
2018 - 2025 (7 years)
Signator Investors, inc.
2017 - 2018 (1 year)
Central Financial Group
2017 - 2018 (1 year)
Jim Russell Financial Services
2016 - 2017 (1 year)
GreatAmerica Financial Services
2016 - 2016 (1 year)
Iowa State Alumni Center
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")