Broker Check
  
 

Our Clients

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.

OUR LOYALTY TO CLIENTS IS UNSHAKABLE

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:

  • Top-tier service and promptly returned communication
  • Objective financial advice and open dialogue about any conflicts of interest
  • Personalized guidance to help you through life’s financial challenges
  • Thoughtful support that helps you define your goals, dreams, and financial strategies
  • Education that helps replace the fear and intimidation of investing with confidence and understanding
  • Collaboration with your existing team of financial professionals
  • Ongoing monitoring and evaluation of your financial progress

We welcome the opportunity to discuss working together. Contact us today.

Want to know what to expect when we start a relationship?

Click here to download our Client Service Guide.

Want to know more about our investment philosophy?

Click here to download our Investing Guide