Balance Wealth Advisors

Balance Wealth Advisors is a financial planner in Boston, MA. The firm provides financial advice and investment strategies designed to help simplify life, working with clients ranging from young professionals just starting out to seasoned investors looking to optimize their portfolios. They serve pre-retirees planning for retirement, small business owners, working professionals, and families, offering customized strategies to meet the unique financial needs of each client.

The team at Balance Wealth Advisors consists of seasoned professionals with decades of combined experience. Managing Partner and Financial Advisor Leo White holds the CRPC and CLTC designations, while Amy O'Connell, also a Managing Partner and Financial Advisor, serves as Chief Operating Officer and came to the firm from Ameriprise Financial, where she worked for over 20 years. Hunter Dempsey, a Financial Advisor with the CRPC designation, joined the firm in 2019 after graduating from Connecticut College with a major in Economics and a minor in Government. The firm's approach is client-centered, beginning every conversation by listening to understand goals, concerns, family situation, and timeline before offering guidance. Their three-step process involves setting up by learning about the client's finances and goals, strategizing by mapping out a financial plan based on goals, time horizon, and risk tolerance, and executing by keeping the financial blueprint on track through life changes and market volatility.

The firm offers advice and assistance across a broad range of areas, including investments such as FDIC insured CDs from banks across the United States, Principal Protected Notes, Structured Income Notes, and Buffered Notes from Barclays, Credit Suisse, HSBC, JP Morgan, and Goldman Sachs, mutual funds, Exchange-Traded Funds, bonds, common stocks, and various annuities. They also provide financial planning services covering retirement plans, 401(k) planning, Solo K Plans, SIMPLE IRA Plans, 403(b) Plans, college savings plans, estate plans, money purchase plans, profit sharing plans, and defined benefit plans. Educational IRAs, Traditional IRAs, Roth IRAs, SEP IRAs, and brokerage accounts are also among their offerings. The office is located at 57 River Street, Suite 300, and is open Monday and Tuesday from 9:00 AM to 8:00 PM, Wednesday from 9:00 AM to 6:00 PM, Thursday from 9:00 AM to 8:00 PM, and Friday from 10:00 AM to 5:00 PM, with Saturday hours by appointment.

With a team that brings decades of combined experience and a process built around understanding each client as a person first, Balance Wealth Advisors offers practical, personalized financial guidance to help clients in the Boston area build and manage their wealth.

Services:

• 529 Plans - College Savings Plans
• Estate Strategy
• Long Term Care Policies
• Portfolio Management
• Retirement Planning