Benjamin Kim
Benjamin’s deep passion for financial literacy and stewardship drew him to Matter in 2026, and he works from our Dallas office. Having navigated the financial landscape on his own growing up, he knows firsthand the difference a trusted guide can make.
Benjamin brings 14 years of experience supporting clients at every stage of wealth. Prior to joining Matter, he specialized in guiding individuals and families who built their success from humble beginnings, offering long-term investment management, customized insurance strategies, and corporate retirement plans for business owners and partners. Earlier, at JP Morgan Chase and Merrill Lynch, he served a range of clients from teachers and firefighters to self-made millionaires.
At Matter, he draws on that diverse background and his own experiences to meet each family with deep empathy for and interest in their story. He enjoys working alongside families to structure portfolios, navigate complex transitions, and create long-term legacy plans, helping them look beyond immediate wealth management to build true multi-generational strategies.
Benjamin earned a BSBA in economics, risk management & insurance from The Ohio State University. He also holds Series 7 and 66 licenses, a California Life & Health license, and is currently studying for the CFP exam.
Outside of work, Benjamin enjoys golfing, rooting for The Ohio State Buckeyes, and exploring the Dallas dining scene with his wife and daughter.
