Ben Henry-Moreland, CFP®, EA

Ben Henry-Moreland
Reston, VA

Ben Henry-Moreland, CFP ®, EA, is the senior financial planning nerd at, where he presents for on-platform events and writes regularly for the Nerd’s Eye View blog. Ben specializes in advanced tax planning strategies, AdvisorTech, and practice management topics with a special interest in addressing the needs of solo RIAs and mid-sized firms. He is also the founder of Freelance Financial Planning, an RIA specializing in financial planning and tax preparation for self-employed professionals, where he is able to put into practice the concepts that he writes and speaks about for the Kitces platform.

Conference session(s)

Session O1: Wednesday, 10:55 a.m. – 12:10 p.m.
O1. HSA Planning: Maximizing Tax-Advantaged Savings for Clients' Health Care Expenses