Meet the advisor
behind the firm.

Discipline built in service.
Applied to wealth.

Ben Batiste founded Crestmark Wealth Group in February 2026 after recognizing a gap that most financial firms are unwilling to acknowledge: families with complex financial lives — multiple income streams, growing businesses, estate concerns, and generational ambitions — are routinely underserved by advisors who specialize in only one piece of the picture.

Ben's approach is different by design. He spent years in military service — first as a U.S. Marine, then in the U.S. Army — where effective planning was not a preference but a requirement. Mission success depended on knowing every variable, coordinating every resource, and preparing for every contingency. That is precisely how he thinks about wealth planning today.

Before a portfolio is built, Ben insists on a thorough discovery process: understanding a family's tax obligations, existing estate structures, business interests, retirement timeline, and the legacy they ultimately want to leave. Only then does strategy follow.

Through Crestmark Wealth Group's Virtual Family Office model, Ben serves as the central coordinator of his clients' financial lives — working alongside their CPAs, estate attorneys, and other specialists to ensure every decision is made in the context of the whole picture, not in isolation.

He works with a deliberately limited number of families at any given time. That is a structural choice, not a phase — it ensures that every client receives genuine attention, not a scheduled quarterly call.