9108 N Kelley Avenue Oklahoma City , OK 73131

405.478.1971

Benjamin “Ben” Courtney is an investment research analyst focused on portfolio analysis and investment strategy for high-net-worth clients and works out of our Oklahoma City office. Ben supports clients by evaluating investment portfolios, developing transition strategies for highly appreciated taxable assets, and recommending allocations that align with long-term goals, risk tolerance, and cash flow needs.

Before starting at Savant in 2026, Ben served as an investment analyst at Exencial Wealth Advisors until it joined Savant. In this role, he played a key role in strengthening the firm’s analytical capabilities. He helped develop several internal tools, including a portfolio analysis and proposal platform, an income tax calculation tool, and a Department of Labor rollover analysis tool designed to support informed client decision-making.

Ben earned a bachelor’s degree in finance from Oklahoma State University. When not in the office, he enjoys staying active through golf and pickleball, playing the piano, and traveling.

Education &
Designations

Oklahoma State University
Bachelor of Science in Finance

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