Tailored Plans for Intentional Living

IT’S ABOUT MORE THAN JUST THE NUMBERS

 

Our Services

Investments

Retirement

 

Estate

Insurance

About Us

We think enhancing and preserving your wealth for retirement is profoundly important, but so is taking the time to enjoy the journey. At Balance Wealth Partners, we help you build a financial plan that pursues both.

One size does not fit all, and neither does one plan for retirement. Our Tailored Retirement approach organizes and aligns your financial plan with your best life. We strive to empower successful people to envision their dreams, define their goals, and live intentionally towards their financial future.

 Start Now
 

Stay up-to-date with relevant, timely financial information from Balance Wealth Partners


SIGN UP FOR OUR NEWSLETTER

Our Team

Jeff Panik, CFP®, MSFS, CRPS®

PRINCIPAL, FINANCIAL ADVISOR

After almost 20 years’ experience as a financial planner, Jeff Panik knows one of the most valuable roles he plays is to help clients strike a balance between financial obligations and true happiness. Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.

After graduating from Duquesne University in Pittsburgh, PA—the first in his family to attend college—Jeff enlisted in the US Army in a program that paid off his student loans. Jeff admits his lack of financial literacy prior to entering the Army was a catalyst for his current career path as a financial planner. While his professional degree was focused on finance and psychology, his tour of duty in Korea at the Joint Security Area at Panmunjom and later at Fort Bragg, NC, provided fertile ground for experience in understanding and pursuing what truly matters.

When Jeff completed his service, he was honorably discharged and began his career working for a large brokerage firm as a trainee in their Financial Advisor Program. Over the years, Jeff gained experience working with both wirehouse and independent financial planning firms, and today believes being independent allows him to offer the personalized service and independent financial advice his clients deserve. Over the past 20 years Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals and work towards achieving their dreams.

Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for 20 years. Jeff and his wife Rebecca, currently live in Brookhaven. When he isn’t working with clients, Jeff enjoys spending time with family, travel, reading, and all types of athletics.

PERSONALIZED GUIDANCE

Today, more than ever, we believe you need experienced professionals that act in your best interest and help you plan for your short-term and long-term goals. We offer comprehensive financial planning that is tailored to meet your needs.

 

Educational Resources

 

CALCULATORS

A host of financial tools to assist you.

 

ARTICLES

Educate yourself on a variety of financial topics.

 

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

 

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

 

GLOSSARY

Financial terms from A to Z.

 

NEWSLETTERS

Timely newsletters to help you stay current.

 

OUR LOYALTY TO CLIENTS IS UNSHAKABLE

We take your financial well-being very seriously and want to work together for a long time to come. We are deeply grateful for those of you who have been with us many years and look forward to new engagements yet to begin.

We build relationships that are meant to last. When you work with Balance Wealth Partners, you get personalized guidance for your financial situation, and we get energized working with successful professionals and businesses like you!

Some of our clients come from industries and cultures in key companies around Metro-Atlanta, and we believe they find value in our ability to help them understand and leverage company benefits, compensation packages, and qualified retirement plans. Other clients run their own thriving businesses and rely on our experience in tax planning, wealth enhancement, and preserving their legacy for the future.

While the background and interests of our clients vary, important commonalities include busy schedules and a driving desire to build a confident financial future. They need a professional team that strives to keep them tracking towards their goals, and most importantly, they like that we take the time to understand their priorities and personal situations.

WE BELIEVE OUR PROCESS SETS US APART

We want to break the mold of traditional financial services relationships. Everything we do is designed to make your life easier and more rewarding. Here’s what you can expect from us:

We welcome the opportunity to discuss working together.

Contact us today.

WANT TO KNOW WHAT TO EXPECT WHEN WE START A RELATIONSHIP?


Download our Client Service Guide.

TAILORED PLANS FOR INTENTIONAL LIVING

While many practices deal primarily with your investments, insurance, and banking requirements, we take a broader, more comprehensive view of your finances. It starts with a personalized conversation where we’ll discuss your retirement needs, covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy.

Balance Wealth Partners offers wealth management designed to make your life easier and more rewarding. We break retirement down step-by-step, and can help you take the uncertainty out of planning for the future.

WANT TO KNOW MORE ABOUT OUR INVESTMENT PHILOSOPHY?


Download our Investing Guide

YOUR FUTURE

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our Office

125 TownPark Drive, Suite 300
Kennesaw, GA 30144
 
 
 

Leave this empty: