A complete list of active advisors currently associated with Balanced Wealth Group LLC

Warmer can help you find a great advisor at Balanced Wealth Group LLC or one who fits your needs even better.

Balanced Wealth Group is a fee-based, SEC-registered adviser serving individuals (including high-net-worth clients), families, trusts, businesses and retirement plans, and offering financial planning, discretionary investment management, and 3(21) retirement plan advisory services. The five-advisor team manages roughly $494 million in discretionary assets for about 455 clients and provides planning and portfolio services either standalone or as part of combined wealth-management engagements. The firm’s investment approach is primarily long-term, building diversified portfolios largely with ETFs and mutual funds while also using individual stocks, bonds and unaffiliated managers when appropriate; it may execute shorter-term trades for rebalancing or tactical purposes. Balanced Wealth applies fundamental and technical analysis, seeks share classes to limit trading costs, and typically manages client accounts on a discretionary basis consistent with each client’s objectives and constraints. Noteworthy distinctions include that the firm sponsors a wrap-fee program that bundles transaction and certain custodial costs into its advisory fee—a structure the firm acknowledges can influence trading patterns—and that it may employ short-term margin borrowings in separately managed accounts when appropriate. The firm also discloses an AUM‑based contribution toward clients’ tax-preparation and estate-document services and maintains an institutional relationship with its custodian that provides technology, research and other economic benefits.

To learn more about the advisors currently working at Balanced Wealth Group 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.