A complete list of active advisors currently associated with Good Balance FP LLC

Warmer can help you find a great advisor at Good Balance FP LLC or one who fits your needs even better.

Good Balance FP LLC provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans. Services described in the brochure include discretionary portfolio management, written financial plans, advisory oversight of annuity sub‑accounts, and participant‑directed employee retirement plan services. The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, typically implementing diversified, passive mutual fund and ETF portfolios and relying heavily on funds offered by Dimensional Fund Advisors. Good Balance FP uses Monte Carlo analysis and model portfolios supplied by a third‑party sub‑adviser (FPAS), may retain an external fixed‑income manager for managed bond portfolios, and will employ interval funds or retain individual securities only in limited, suitability‑driven situations where tax or other client considerations warrant it. Distinctive features for a solo independent adviser include managing roughly $34 million for about two dozen clients while outsourcing significant operational and sub‑advisory functions to FPAS and using a third‑party cash aggregation service (Flourish Cash via Stone Ridge). The firm also discloses practices that differ from many peers, such as not voting client proxies, avoiding commission‑based product sales, and structuring engagement entry around a minimum annual advisory fee rather than an account‑size threshold.

To learn more about the advisors currently working at Good Balance FP 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.