A complete list of active advisors currently associated with Balanced Financial Planning, Inc.

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

Balanced Financial Planning serves individual and high‑net‑worth clients, as well as their trusts and estates, by providing financial planning and investment advice. Clients can engage for a one‑time project, hourly consultations, or ongoing retainer services, and the firm also provides assistance with estate account distributions after a client’s death. The firm’s recommendations emphasize individualized asset allocation and use fundamental allocation philosophies informed by publicly available research and modeling; portfolios may be managed on either a discretionary or non‑discretionary basis depending on the client engagement. For ongoing retainer clients, the adviser leverages an institutional custodian relationship to support trade execution and consolidated reporting. A distinguishing feature is that the firm does not charge fees based on a percentage of assets under management, instead relying on hourly, flat‑fee, or retainer engagements. As a small, owner‑led adviser whose principal holds CFP® and RICP® credentials, oversight and portfolio reviews are centralized with the principal, and the firm documents client‑imposed investment restrictions and offers formal estate distribution services that are less common among peers.

To learn more about the advisors currently working at Balanced Financial Planning, Inc., 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.