Welcome to Balanced Asset Management

What sets us apart? Take 2 minutes & watch


What do you expect from a financial advisor?

Your future should be as important to your advisor as it is to you.  So we asked clients like you, what their expectations were from their financial advisor.  That was in 1987.  Balanced Asset Management was founded on these expectations and continues to meet them today.

I want someone

who sees me quarterly to review my situation.

who listens, and understands what I want to accomplish.

who is knowledgeable in all areas of investment planning, retirement planning, taxes, estate planning, etc.

who is independent and able to draw from many investments, and hundreds of insurance companies (not a stock broker or insurance salesman who represents only one company)

who always remembers that it’s my money and my life.

who is not a salesman, but an advisor, consultant and educator.

who gives me alternatives and explains them in terms I understand.

who is not pushy.

Client Questions

Can I afford to retire?

How can I generate income from my investments?

When I die, is my wealth protected for my family?

How can I pay fewer taxes?

I don't ever want to experience 2008 again.  Is there a way to grow my money and minimize big declines?


It starts with a conversation, and the understanding that everyone has a different definition of “happily ever after”. Before Balanced Asset Management makes recommendations or invests one dime, we find out who you are. What is your interpretation of happily ever after? While your neighbor is happy with the latest, greatest, and hottest investment, it may not ultimately make you happy. You’re different and you have different goals. To make your “happily ever after” a reality, we have to get to know who you are. Equally important is that we stay in touch throughout your life.

Curve balls, crystal balls and the future. What can you count on?

The assassination of President Kennedy. September 11th. When historic events shake the world, they affect financial markets as well. Historically, markets respond like people do. Fortunately, like most of us, they recover. But since financial markets are no more predictable than the events and times that shape them, what can you count on? Every advisor with Balanced Asset Management offers quarterly reviews with their clients. So we meet with you frequently to keep abreast of your changing life. Whether it’s to discuss good returns, economic downturns or your dreams and goals, we’re there to mind your financial future.

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