Balser Wealth Management, LLC

Balser Wealth Management provides fee-based investment advisory services to individual investors and to company retirement plan participants, as well as to trusts, estates, charitable organizations, and business entities. The firm’s services include portfolio management, pension consulting under eligible investment‑advice arrangements, advisory consulting for financial industry professionals, and educational seminars.

The firm tailors advice to each client’s objectives and risk tolerance and may manage accounts on a limited discretionary basis (primarily for rebalancing when a client is unreachable) or on a non‑discretionary basis requiring client approval. Its investment process combines fundamental analysis with technical analysis — including the Dorsey Wright point‑and‑figure method — and commonly uses mutual funds and ETFs with preset stop‑loss points as part of risk management.

Noteworthy for a small independent adviser, Balser Wealth Management actively serves company retirement plan participants and offers pension consulting that can rely on third‑party certified and audited models, and in some cases accesses plan accounts via separate log‑ins. The firm also provides consulting and seminars to other financial professionals and generally directs clients to a recommended custodian, a practice that can affect trade execution and precludes combining client orders into block trades.