A complete list of active advisors currently associated with Balanced Plan Financial Investment Advisors, Inc.

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

Balanced Plan Financial Investment Advisors, Inc. is a state-registered advisory firm managing roughly $48.8 million for about 149 clients, primarily individuals (including high‑net‑worth clients) as well as small businesses, trusts, and estates. The firm provides discretionary and non‑discretionary asset management, financial planning and consulting, and acts as a solicitor and selector of sub‑advisors or third‑party managers. Investment programs are tailored to client objectives, time horizons and risk tolerances and draw on a mix of fundamental, technical, quantitative and modern portfolio theory methods, with periodic reviews, rebalancing and tax‑aware considerations. The firm may delegate management to sub‑advisors or refer clients to third‑party managers and discloses monitoring procedures for those relationships. Distinctive features disclosed in the brochure include affiliations with a broker‑dealer and insurance activities and the payment/receipt of solicitor fees for referrals to third‑party managers, which the firm identifies as potential conflicts and addresses through disclosure and supervision. The firm also employs derivative strategies (including options, covered calls, futures and swap instruments) and allows sub‑advisor delegation — practices noted in the brochure as less common among similarly sized supported firms.

To learn more about the advisors currently working at Balanced Plan Financial Investment Advisors, 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.

You can also browse Balanced Plan Financial Investment Advisors, Inc.'s office locations.