About Us

Balancing all your financial and service needs.

Jeffrey Panik, CFP®, MSFS, CRPS®

Managing Principal, Financial Advisor

After 25 years of experience as a financial advising professional, Jeff knows his job is to help clients strike a balance between living well today and planning for the future.

Madison Bray

Operations Manager

madison@balancewealthpartners.com

With a degree in Psychology from Georgia College and State University, Madison possesses a unique understanding of human behavior and communication, skills that translate effectively in a client-centered environment. Madison grew up in...

Alexandra Rabago

Client Service Associate

Sean Sehlhorst

Client Service Associate

Sean Sehlhorst was born and raised in San Diego, California, and received a degree in Economics from San Diego State University. With a background in mathematics and engineering, he is eager to learn more about finance. In his free...

Planning for life.

At Balance Wealth Partners, we specialize in helping you find the right balance between planning for your present, short-term and long-term future. Over the years, however, we’ve realized to accomplish this, we need to create a customized package — the perfect balance — of products and personalized service that cater to your exact needs and allow you to live confidently now and for years to come.

Customized Communications

We’ll establish customized communication methods to address your need for information. Our Fetch Financial Hub gives you on-demand access to all your accounts in one centralized place. We’ll also schedule meetings and updates based on your requirements, not ours. Because we’re here to help you live confidently and to do that, you need to be able to access information when and how you want.

Comprehensive Planning

At Balance Wealth Partners, planning for life means planning for all of life. This means managing risk with insurance. Leaving a legacy with estate planning. Supporting causes you care about with charitable giving. Managing money wisely with budgeting and planning. And, of course, preparing for retirement with saving and investing. We look at the big picture and plan for everything. Because leaving even one element of life unplanned can throw everything else out of balance. And that’s unacceptable.

Precise Products

When you work with large investment firms, you typically only have access to their proprietary financial products. For example, their annuities, their life insurance policies, and their investment products. But Balance Wealth Partners is independent, which means we can go out into the broader marketplace and find the products and services that fit your plan and can help you pursue your goals.

Professional Team

Comprehensive financial planning requires more than just a financial advisor. You’ll likely need the services of an attorney, accountant and possibly some other skilled professionals as well. If you already have other professionals you consult with, we’ll gladly work with them. If not, we can recommend experienced, respected professionals and also coordinate and cooperate with them on your behalf.

Ongoing Evaluation

Over the years, your life will change in ways you never imagined. Like they say, expect the unexpected. This means over the years, your financial plan will change, too. And we’ll be by your side every step of the way. In fact, as we work together, we’ll regularly re-evaluate your situation, your goals and your plan to make sure you’re ready for whatever life throws your way and you’re always on course to while you pursue your desired destination.

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