A complete list of active advisors currently associated with Balanced Life Planning
Warmer can help you find a great advisor at Balanced Life Planning or one who fits your needs even better.
The firm provides fee-only financial planning and discretionary investment management to individuals, including high‑net‑worth clients, through both ongoing and project‑based engagements. It also facilitates referrals to unaffiliated third‑party professionals and may recommend outside managers to implement client strategies. Its investment approach combines Modern Portfolio Theory with cyclical (technical) analysis and a mix of passive and active vehicles to construct asset‑allocation targets tailored to each client’s risk tolerance and goals. The adviser typically manages accounts on a discretionary basis, conducts quarterly reviews, and uses an independent custodian platform for trade execution and reporting. Balanced Life Planning is notable for its very small client roster—two clients with roughly $8.86 million in assets under management—indicating a concentration on higher‑net‑worth relationships rather than broad retail households, despite stating no account minimum. The firm also trades client accounts individually rather than aggregating block trades and relies on custodian statements for performance and holdings reports, practices that differ from many peers.
To learn more about the advisors currently working at Balanced Life Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Villa Hills, KY
| 14
|
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