Balanced Financial Services

Balanced Financial Services is a financial planner in Salisbury, MD. Serving small businesses and individuals across Delmarva, the firm provides a variety of specialized services including accounting and bookkeeping, tax preparation, payroll, accounts payable, and fractional CFO insights. The firm maintains a 4.90 rating from clients.

Founded by Corey Boerner, the team brings over 20 years of experience in tax and accounting to their practice. The firm focuses on providing clarity and growth strategies for solo entrepreneurs and scaling businesses without the complexity of traditional corporate firms. Their professional team includes a CPA, a General Manager, and specialized staff dedicated to bookkeeping and human resources. Beyond their financial work, the firm is active in the Salisbury Area Chamber and supports the nonprofit Unstoppable Joy, where Corey serves as Board Treasurer.

The office is located on Mt Hermon Rd, situated near Nick Meyer Park and a short distance from the intersection of East Salisbury Parkway and Beaglin Park Drive.

The business maintains well-documented information online, ensuring their services and expertise are easily accessible to those seeking financial guidance.

Balanced Financial Services provides the essential financial support and tax expertise necessary for small businesses to thrive within the Salisbury community.