A complete list of active advisors currently associated with Balance Financial Planning, LLC

Warmer can help you find a great advisor at Balance Financial Planning, LLC or one who fits your needs even better.

Balance Financial Planning provides fee-only financial planning, cash flow and tax planning, and investment management to individual and high-net-worth clients. The firm offers both project-based and hourly planning engagements in addition to ongoing asset management billed on a percentage-of-assets basis. The adviser employs an interactive planning process that runs scenarios to align clients’ goals, cash flow, time horizons, and risk tolerance with an asset allocation. Investment programs emphasize low-cost index funds and ETFs across domestic, international, emerging market, fixed-income, and real estate exposures, and accounts may be managed on a discretionary basis consistent with each client’s plan. The firm reports roughly $38 million in assets under management for about 34 clients, a concentration that suggests a higher assets-per-client focus than many peers. It does not accept third-party compensation, recommends an independent custodial platform (Charles Schwab) while remaining unaffiliated, and leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Balance Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.