A complete list of active advisors currently associated with Ball Wealth Management LLC

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

Ball Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management to a small number of clients, including individuals and a range of institutional entities such as qualified retirement plans, trusts, charities, corporations, and corporate pension or profit‑sharing plans. The firm manages client accounts under client‑directed custodians and prepares individualized investment policy statements for each client. The firm’s investment process relies on fundamental analysis and a predominantly long‑term buy‑and‑hold orientation, while allowing shorter‑term trading when client circumstances or investment fundamentals change. Portfolios are monitored continuously, reviewed quarterly, and constructed using proprietary investment and portfolio allocation tools to implement the agreed investment policy. What is notable about the firm is that, despite being a solo practitioner with a modest number of accounts and assets under management, it serves institutional and pension/profit‑sharing clients—an arrangement that is uncommon among firms of this type and size. The principal holds the CFA designation and follows the CFA Institute’s Code of Ethics; the firm operates on a directed‑brokerage basis, does not take custody of client assets, and does not vote proxies on behalf of clients.

To learn more about the advisors currently working at Ball Wealth Management 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.