From overwhelm to opportunity. There’s nothing like it out there.

Business owners don’t live in two financial worlds. Their business, personal wealth, and family legacy are all part of one interconnected story. Yet most advisors treat them separately, leaving gaps, inefficiencies, and missed opportunities.

We created The Owner’s Financial Office to solve that problem. Our model integrates business finance, personal wealth, and family legacy into one coordinated strategy. Unlike traditional wealth managers, CPAs, or CFOs, we don’t just advise — we execute, manage, and even file your taxes.

Our mission is simple: help owners run their wealth with the same clarity and discipline they bring to running their business.

Meet Ben Hockema, Founder & Lead Advisor

I founded Illuminate and The Owner’s Financial Office with one goal: to give business owners the comprehensive financial office they deserve.

Over the years, I’ve worked with entrepreneurs, law firms, physicians, consultants, and family business owners — people whose financial lives are too complex to fit in the box of “traditional wealth management.”

  • Coordinating business and personal finances

  • Advanced tax strategy and execution (including PTET and entity structuring)

  • Family-office level planning (legacy, estate, philanthropy)

  • Helping owners simplify complexity and find clarity

What drives me most is seeing owners finally feel in control — when their finances support their goals, their family, and the legacy they want to build.

I look forward to connecting with you soon,

Accountant | CFO | Personal Wealth Manager

The Owner’s Financial Office brings together three essential roles—Accountant, CFO, and Personal Wealth Manager—into one coordinated service.

Instead of juggling multiple advisors, you gain a single integrated team that helps you manage your business finances, plan for growth, and protect your personal wealth.

Make your first appointment.