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About Us

Purposeful Planning for the Life You Envision

At Balanced Financial Concepts, the “why” always comes first. It’s not just about what we do—it’s about why we do it. Every recommendation, every strategy, and every decision is designed to move you closer to the life you envision. By focusing on your goals and priorities, we help you take meaningful steps from where you are today to where you want to be tomorrow.

Balancing Life & Wealth for Decades

For over three decades, we’ve been helping clients find the perfect balance between saving for tomorrow and living fully today. Our firm began with a leap and a passion for helping clients find the right solutions. Read our story to learn how a dream, a dedication to service and a little serendipity shaped who we are today.

Creating Clarity in Your Financial Life

Life moves fast, with countless decisions, obligations, and responsibilities competing for your attention. That’s why we lead with planning, creating a comprehensive roadmap so you can focus on what matters most. While we keep track of the details, you can enjoy your life.

Your Partner for Life

Financial planning is an ongoing process that evolves with you. From your first consultation through your retirement, we’re with you every step of the way. We adapt to your needs, offering personalized guidance at the speed of your life, ensuring that your financial plan grows with you.

Our Core Values

We take your wealth seriously. These values reflect that, guiding the work we do every day so you always receive service beyond expectations. 

Lead with Planning

Our full-picture approach helps clients live fully today and plan for tomorrow. This includes money-saving tax strategies that helps protect their assets and families for generations.

Building Your Roadmap

Like a trusted GPS, we map the best route from where clients are to where they're going. In this process, we create custom roadmaps to help build and safeguard their wealth.

Establish Clear Expectations

No one likes financial surprises, including us. We explain the mechanics so clients can understand and anticipate how their assets can work for their personal and business needs.

Partners from Start to Finish

Life and legacy planning is a marathon, not a sprint. We start by explaining every option, then guide clients to fully understand how the plan aligns with their life and legacy goals.

Our Commitment to Each Other

Every client deserves clarity, respect, and trust in their financial journey. That’s why we created the Client and Advisor Bill of Rights—a guiding document that defines what you can expect from your financial advisor and what we need from you. Just as the U.S. Bill of Rights outlines fundamental freedoms for citizens, our Bills of Rights set clear expectations around your financial interests and priorities.

Our Process
See Our Client Bill of Rights
Our History
See Our Advisor Bill of Rights

Let’s Find Your Balance

Your financial future is too important to leave to chance. Our team is dedicated to helping you create a life of confidence, purpose, and fulfillment—now and in the future.

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Enhancing Our Services with Cetera

Our firm has partnered with Cetera to gain access to their extensive support and resources, including professional legal and financial services, objective investment research, and over 100 years of financial planning experience. This enables us to give you a better financial planning experience. 

Cetera Advanced
Planning Team

Professional legal and financial services to assist us in developing truly comprehensive plans for your needs.

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Cetera Investment Management Team

Objective research and guidance to assist us in developing a personalized investment plan for you.

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Cetera Financial Plan Design Team

Over 100 years of experience, giving us access to a valuable wealth of financial planning knowledge and resources.

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Working Together With

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Who We Serve

We’re here to help clients from a range of circumstances find balance and reach their financial goals.

How We Help

Our Approach

At Balanced Financial Concepts, we take a relational approach to help clients thrive in their life and legacy.

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Our Team

Our objective advisors genuinely love to help clients, educating and helping them create a balanced plan.

Meet the Team