Balance Wealth

Balance Wealth Partners LLC provides discretionary investment management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and employee benefit plans. The firm manages roughly $348 million in discretionary assets for about 557 clients and operates with a nine‑advisor team across ten offices.

The firm implements diversified, risk‑based portfolios using no‑load mutual funds, ETFs, individual stocks and bonds, U.S. government securities, and REITs, and applies methods such as fundamental analysis, modern portfolio theory, quantitative analysis, and long‑term trading. Advice is delivered on a discretionary basis with client‑specific goals, risk tolerances, and any investment restrictions incorporated into portfolio construction, and an emphasis on long‑term investing rather than market timing.

Balance Wealth is notable among peers for its multi‑office footprint and for affiliations with other registered advisers that are in the process of transitioning client relationships after a merger. The brochure also discloses related business activities — including an affiliated insurance entity and advisers who are licensed insurance agents — and describes policies the firm uses to manage the resulting conflicts of interest and platform relationships with custodians that provide services and occasional compensation for educational presentations.