Benjamin
Gilmore

Benjamin ​“Ben” Gilmore, CFP^®, is an Advisor at Signature Estate & Investment Advisors, LLC (SEIA) in the firm’s Denver office. He works with high-net-worth individuals, families, and business owners on the investment, tax, retirement, and legacy decisions that become more complex as wealth grows.

Ben’s practice is particularly focused on tax-aware wealth management and planning for clients with concentrated stock, business interests, or multigenerational family priorities. He helps clients consider how portfolio strategy, tax-loss harvesting, Roth conversions, wealth transfer, charitable giving, risk management, and liquidity needs can work together within a coordinated long-term financial plan.

For business owners and families, Ben helps address the financial questions that can accompany a business transition or the transfer of wealth across generations. His approach includes family-governance and business-succession considerations, with an emphasis on aligning financial decisions with the values, responsibilities, and legacy goals that matter most to each client.

Before joining SEIA, Ben served as a Vice President of Investments at J.P. Morgan Wealth Management, where his work included tactical asset management, tax-aware strategies, family governance, and business-succession planning. He previously served as a Vice President and Financial Consultant at Charles Schwab, working with high-net-worth individuals and families on customized financial plans.

Ben earned a degree in Accounting from Metropolitan State University of Denver and is a CERTIFIED FINANCIAL PLANNER^™ professional. He holds Series 7 and Series 66 securities licenses and is a licensed insurance agent, Colorado Insurance License #539309.

Ben lives in the Denver metropolitan area with his wife and two children. Outside the office, he enjoys skiing, golf, soccer, and baseball.