BALANCING LIFE FINANCIAL PLANNING

Overview

Balancing Life Financial Planning is a small, independent RIA operating as a sole proprietorship that focuses on financial planning and portfolio management for individual and family clients, including small-business owner relationships. The firm charges fees as a percentage of assets under management and acts as a capital allocator — selecting and overseeing third‑party managers when appropriate rather than building every exposure in‑house. Investment activity tilts heavily toward public equities, with a clear preference for exchange‑traded instruments and a primary emphasis on client-level discretionary management. The firm does not identify as an active ESG investor and provides selection-of-other-advisers services in addition to traditional planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices