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Our Team

Balance Wealth Partners was founded by Jeff Panik and is a proud member of Integrated Financial Group, a consortium of independent financial planners. *As the one of the Top 25 Financial Planning and Advisory Firms in Atlanta, Integrated Financial Group partners with members to strategically support their businesses. Together, our team strives to empower successful people to envision their dreams, define their goals, and live intentionally towards a confident financial future.

*Based on assets under management as reported by the Atlanta Business Chronicle since 2004.

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...

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