Roger S. Balser is the founder of Balser Wealth Management, LLC a wealth management consulting firm based out of Avon, Ohio, and helps Northern Ohio dentists and specialists plan, invest, and retire using a unique set of tools you won’t find anywhere else. First, we use a proprietary methodology to assess your financial health. The methodology enables us to give you data-driven objective advice based on a comprehensive picture of your personal and practice finances. We maintain that picture in a custom dashboard that tracks all your assets, debts, and accounts, so you know what you’re worth anytime and anywhere. And because we work with dentists and specialists, we can leverage our industry expertise to weigh your progress against your peers. We are a premier wealth management firm for dentists and specialists and we’re ready to put you on a more predictable path to financial independence.
Roger is the "go-to" wealth management consultant for such trade publications as Medical Economics News, Agency Sales, The Wholesaler, EyeWorld, Ophthalmology Business, Plastic Surgery Practice, and Columbus Bar Journal.
Roger's informative, interactive, and entertaining presentation, "The No BS Guide to Financial Freedom," teaches you how to easily calculate your "financial vitals" in one sitting. Using a simple template you'll learn how to calculate your personal net worth in preparation for a more detailed look at your financial progress to making work optional.
He's addressed a host of professional organizations nationwide, including Financial Executives International, Association of Independent Manufacturer Representatives (AIM/R), Manufacturers’ Agents Association for the Foodservice Industry (MAFSI), Akron Bar Association, Power-Motion Technology Representatives Association (PTRA), American Lighting Association (ALA), and Ohio Society of CPA’s.
Roger lives in Avon, Ohio with his wife and two children, and when he's not vying for fame and fortune futily competing in hot sauce contests, you can find him sailing in Sandusky Bay.
Call Roger directly at 440-610-3012 and see why Balser Wealth Management, LLC is different than your average financial advisor.