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RIA / WealthAdvisorCertified Financial Planner14 years in industry

BENJAMIN PAUL RAMSEY

Advisor at FAITH AND FAMILY WEALTH MANAGEMENT

Marlborough, MA

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Search this name across graphsid dfx:ria:25aecc2e-4e48-0fe6-75dc-df909b89897d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAITH AND FAMILY WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 26, 2012
First registration: Oct 7, 2013
Dual registered: no
Other names: BENJAMIN RAMSEY
IAPD individual key: 6168299

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FAITH AND FAMILY WEALTH MANAGEMENT	State registered	Jul 13, 2026	n/a	yes	Marlborough, MA	Current employment
CRESTWOOD ADVISORS	Independent wealth	May 25, 2022	Aug 6, 2025	no	BOSTON, MA	Previous registration
BALANCED ROCK INVESTMENT ADVISORS	Independent wealth	Sep 21, 2016	Nov 16, 2021	no	ROSLINDALE, MA\|Marlborough, MA\|Marlborough, MA	Previous registration
DAVINCI CAPITAL MANAGEMENT INC.	State registered	Oct 7, 2013	Dec 19, 2013	no	CAMBRIDGE, MA\|CAMBRIDGE, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CRESTWOOD ADVISORS	FAITH AND FAMILY WEALTH MANAGEMENT	Aug 6, 2025	Jul 13, 2026	341	Firm change	RIA to state RIA
BALANCED ROCK INVESTMENT ADVISORS	CRESTWOOD ADVISORS	Nov 16, 2021	May 25, 2022	190	Firm change	RIA to RIA
DAVINCI CAPITAL MANAGEMENT INC.	BALANCED ROCK INVESTMENT ADVISORS	Dec 19, 2013	Sep 21, 2016	1,007	Firm change after gap	Other

Relationships

Registered with (4)

→ FAITH AND FAMILY WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ CRESTWOOD ADVISORSRegistered adviserregistration: previous registration
May 25, 2022 to Aug 6, 2025factForm ADV
→ BALANCED ROCK INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Sep 21, 2016 to Nov 16, 2021factForm ADV
→ DAVINCI CAPITAL MANAGEMENT INC.Registered adviserregistration: previous registration
Oct 7, 2013 to Dec 19, 2013factForm ADV

Dated events

Occurred
Aug 6, 2025
Advisor changed firm
Benjamin Paul Ramsey left Crestwood Advisors for Faith And Family Wealth Management (registered 2026-07-13)
Form ADVobserved 6 days ago