At Balance, our goal is to guide our clients through financial empowerment to accomplish their personal goals. Life is all about balance - and too much focus on one area can limit how we grow as individuals.
| Website | http://www.balancewealth.com |
| Employees | 12 (7 on RocketReach) |
| Founded | 2024 |
| Address | 1554 Polaris Pkwy Suite 325, Columbus, Ohio 43240, US |
| Industry | Financial Services |
| Keywords | Financial Planning, Investment Strategies, Wealth Management, Portfolio Management, Investment Advice, Retirement Solutions, Retirement Planning, Tax Planning, Estate Planning, Long-Term Investments, Estate Preservation, Financial Advisor, Financial Security, Personal Finance, Wealth Building, Risk Management, Financial Growth, Financial Consulting, Investment Returns, Financial Freedom |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest +45 more (view full list) |
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Balance Wealth Questions
Bob Gavlak is the Founder and Advisor of Balance Wealth.
7 people are employed at Balance Wealth.
Balance Wealth is based in Columbus, Ohio.
Top Balance Wealth Employees
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Bob Gavlak
Founder and Advisor at Balance Wealth
Columbus, OH, US13 -
Ryan Mannen
Chief Operating Officer at Balance Wealth
Lancaster, PA, US23 -
Nic Gookin
Chief Investment Officer at Balance Wealth
Houston, TX, US23 -
Nora Lamendola
Partner, Wealth Advisor at Balance Wealth
Colorado Springs, CO, US25+ -
25
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Adam Fitch
Wealth Advisor at Balance Wealth
Columbus, OH, US12 -
Alexis McDaniel
Client Relationship Associate at Balance Wealth
Columbus, OH, US1
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