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.
Balance Wealth · Columbus, Ohio
Is this you, Tyler?
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About
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.
Who they serve
- HENRY (high earner, not rich yet)
- Founders
- Early-career professionals
Services
- 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
Structured record
| Name | Balance Wealth |
|---|---|
| Firm | Balance Wealth |
| Location | Columbus, Ohio |
| Fee model | Percentage of Assets (AUM) · One-Time Financial Planning Fee · Monthly Retainer · Subscription |
| AUM | $100M - $500M |
| Founded | 2012 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Designations | Series 7 · Series 66 · Series 65 |
| Investment approach | Blend of both |
| Website | https://balancewealth.com/ |
| www.linkedin.com/in/tylerpurcell-balancewealth |
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Specialties
- Crypto & digital assets
- Small business owners
- Equity compensation
- Sustainable & impact investing
- Pension planning
- Family wealth transfer
- Real estate investors