Welcome to Balser Wealth Management, LLC.
We are a fee-only investment advisor headquarter in Cleveland, Ohio.
At Balser Wealth Management, LLC we guide our clients through the intricacies of financial planning, investment strategies and retirement account management using common-sense principles and proven processes to manage risk and sustain growth.
What are the advantages of using a fee-only investment advisor? This article will explain!
Roger has addressed a host of professional organizations nationwide, including the Power-Motion Technology Representatives Association, American Lighting Association, Association of Independent Manufacturer Representatives and the Manufacturers Agents Association for the Foodservice Industry, Akron Bar Association and Financial Executives International.
I want investors to make educated decisions about their financial well-being, that’s why I create Two-Minute-Tuesday videos. These videos cover topics such as what I see happening in the markets, investor behavior, retirement planning, investment management and more. In the Video section, I list all of my videos, from the most recent production, dating all the way back to our very first video, several years ago.
Buy, Sell or Hold?
Free 2nd Opinion
How’s your investment portfolio, retirement portfolio – or 401(k) – performing? Not too sure? Well, here’s an offer you can’t refuse: