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.

Balanced Life Planning is a fee-only independent advisory firm that serves individuals and high-net-worth clients with investment management and comprehensive financial planning. The firm provides discretionary portfolio management, ongoing or project-based financial plans, and may refer clients to third‑party (outside) investment managers and other professionals as needed. Investment decisions are guided by asset-allocation principles and Modern Portfolio Theory, with a blend of passive and active strategies and occasional cyclical analysis; the firm tailors allocations to client goals, risk tolerance, and tax considerations. Clients can expect both implementation and ongoing monitoring, with planning work that covers retirement, estate, tax, business planning, college savings, insurance, and cash-flow analyses. Balanced Life Planning is a recently formed, small practice led by a CFP® professional with multi‑year experience at large custodians and wealth firms, and it manages nearly $10 million across a very small number of client relationships, indicating a highly individualized service model. Operational distinctions include reliance on an institutional custodian platform for custody and services, individualized (non‑block) trade implementation, and a practice of leaving proxy voting responsibility with clients.

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
Tim Witham	Villa Hills, KY	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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