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

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

Balanced Wealth Partners provides discretionary asset management and financial planning services to individuals and businesses, managing approximately $19.6 million for about 43 client relationships and operating with a single advisory professional. The firm typically works with households that meet its $250,000 account minimum and delivers ongoing portfolio management alongside comprehensive planning services covering retirement income, tax coordination, estate alignment, and insurance gap analysis. The firm’s investment approach emphasizes diversified portfolios built on the tenets of modern portfolio theory and employs fundamental and technical analysis, Monte Carlo planning, downside stress testing, and disciplined rebalancing. Balanced Wealth Partners implements portfolios primarily through mutual funds, ETFs, stocks, and bonds with discretionary trading authority and periodic account reviews to monitor risk tolerance, allocation, and tax-loss harvesting opportunities. Compared with many peers, the firm maintains formal affiliations with an insurance agency and a tax practice, and its advisory personnel are licensed to sell insurance products and receive commission-based compensation for those sales—conflicts that are disclosed and managed in the brochure. The firm also notes direct-fee deductions from client custodial accounts (constructive custody), does not vote client proxies, and was recently established and registered, reflecting a small, closely held practice structure with documented procedures to address affiliated-business conflicts.

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

Name	Location	Years of experience
Chase Grundy	Fort Collins, CO	7

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