Balance Wealth
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
0
Client Reviews
0.6% to 1%
Percentage of Assets (AUM)
N/A
Minimum Investible Assets
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
N/A
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Alternative Investments
✔ Cash Flow Planning
✔ Debt Management
✔ ESG/Impact Investing
✔ Estate Planning
✔ Executive Compensation
✔ Financial Advice & Coaching
✔ Financial Planning
✔ Insurance/Risk Management
✔ Life Transition Planning
✔ Pension Planning
✔ Portfolio Management
✔ Social Security Planning
✔ Wealth Management
✔ Asset Allocation
✔ Business Succession Planning
✔ Charitable Giving
✔ College/Education Planning
✔ Education Planning
✔ Exit Planning
✔ Family Wealth Transfer
✔ Insurance Planning
✔ Investment Management
✔ Liquidity & Exit Planning
✔ Philanthropic Planning
✔ Portfolio Rebalancing
✔ Retirement Planning
✔ Risk Management
✔ Stock Option Planning
✔ Tax Strategy
✔ Trust Services
✔ Real Estate Advisory
Our Ideal Client Profile
30-50 year old high earners and business owners who want a heavy focus on financial planning and tax planning
How We Work
1
Intro Call - 15 minutes
A quick call to get to know each other, answer questions, and share how we work with clients.
2
Wealth Planning Worksheet Review - 30 minutes
Once we figure out if we are a good fit, you will fill out a 5 page worksheet to give us an overview of your financial picture. We will then spend about 30 minutes going over it together.
3
Onboarding
Send out client agreements and invitations to various software that clients have access to.
4
Financial Planning and Implementation
We will have numerous meetings over the first few months making sure that we touch on every aspect of your financial life. We will share our recs and implement those as we move through topics.
Behind The Scenes At Balance Wealth
Nic, Bob, Tyler, Ryan
Family Beach Trip
Cincinnati Bengals!
Investment Review Webinar
Tax Loss Harvesting Webinar
Roth Conversion Webinar
Cybersecurity Webinar
See more
About Balance Wealth
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
