Balanced Wealth Group LLC

Joshua Harrell is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC since 2023. He previously worked at Ameriprise Financial Services, LLC for 12 years. Outside of his advisory role, he is a member of the City Church Finance Committee, contributing to the church’s budget and cash flow analysis. Balanced Wealth Group provides financial planning, investment management, insurance consulting, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $419.9 million in discretionary assets across a six-advisor team, utilizing a portfolio approach focused on ETFs, mutual funds, and selective use of individual securities with both fundamental and technical analysis.

Matthew Gottshall is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He has worked at Balanced Wealth Group LLC since 2023 and previously held roles at Ameriprise Financial Services, Inc., The Ohio State University, and Daugherty, Sieverts Wealth Advisors. He serves on the Associate Board of Directors for The City Mission in Cleveland, Ohio. Balanced Wealth Group LLC provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $419.9 million in discretionary client assets. The firm employs portfolios primarily composed of ETFs and mutual funds, incorporating both fundamental and technical analysis, and offers a range of financial planning, investment management, and insurance consulting services.

Michelle Taylor is a financial advisor at Balanced Wealth Group LLC with 28 years of industry experience. She holds a Series 63 designation and has worked at firms including Ameriprise Financial Services, MassMutual Life Insurance Company, Fairport and Luma Wealth, and Charles Schwab. Outside of advising, she serves as a trustee of finance on a nonprofit board and is a co-owner of a business focused on enterprise collaboration systems. Balanced Wealth Group provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $420 million in discretionary assets. The firm builds portfolios primarily with ETFs and mutual funds, employing both fundamental and technical analysis with a long-term orientation complemented by tactical trading.

Roger Potter is a financial advisor with Balanced Wealth Group LLC, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Balanced Wealth Group in 2023. Outside of his advisory role, he has authored two books focused on proverbs and wisdom. Balanced Wealth Group provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $419.9 million in discretionary client assets. The firm employs a combination of fundamental and technical analysis to construct portfolios primarily using ETFs and mutual funds, and it offers various wealth management and insurance consulting services through a team of six advisors.

Matthew Daugherty is a CFP® with 24 years of industry experience, currently serving as an advisor at Balanced Wealth Group LLC since 2023. Prior to this, he worked at Ameriprise from 2005 to 2023. He is a board member of the Lakewood/Rocky River Rotary Foundation and serves on the Ohio University College of Business Finance Advisory Council. Balanced Wealth Group provides advisory services to individuals, families, trusts, businesses, and retirement plans, managing approximately $420 million in discretionary assets. The firm employs a combination of fundamental and technical analysis, primarily using ETFs and mutual funds, and offers comprehensive financial planning, investment management, and insurance consulting through a six-advisor team.