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Benjamin D
Series 63, Series 65
Murfreesboro, TN
Soar Financial LLC
Benjamin DeFoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His background includes multiple roles in investment advisory, tax services, and real estate development, as well as ownership in businesses such as Lead Wizards LLC and Nashville CPA LLC. He is also involved in non-investment-related ventures including business development and real estate partnerships. Soar Financial LLC (dba Retirement Plan Advisors) provides investment advisory, financial planning, and retirement-plan consulting services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolio management using a range of asset classes and serves as a fiduciary for employer plans, with additional services including tax and payroll assistance through its ownership interest in a local CPA firm.
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