Roger Balser is a dedicated consultant and speaker at Balser Wealth Management, LLC, where he leverages his extensive expertise in wealth management and investment strategies to empower clients on their financial journeys. As a fee-only investment advisory firm based in Avon, Ohio, Balser Wealth Management...
Roger Balser is a dedicated consultant and speaker at Balser Wealth Management, LLC, where he leverages his extensive expertise in wealth management and investment strategies to empower clients on their financial journeys. As a fee-only investment advisory firm based in Avon, Ohio, Balser Wealth Management focuses on creating personalized financial solutions that align with clients' unique goals and aspirations. Roger’s mission-driven approach stems from his own life experiences; having faced significant challenges in his youth, he understands the importance of financial security and the peace of mind it brings.
At Balser Wealth Management, Roger is currently spearheading key projects that emphasize risk management and asset allocation strategies, ensuring that clients not only grow their wealth but also safeguard it against market volatility. His proficiency in hedge funds and mergers & acquisitions allows him to provide comprehensive insights into complex investment opportunities, making him a trusted advisor for individuals and families looking to navigate the intricacies of finance.
In addition to his consulting role, Roger is a nationally published author, sharing his knowledge and insights on wealth management through various platforms. His engaging speaking style and relatable storytelling resonate with audiences, making financial concepts accessible and actionable. Roger’s commitment to making work optional for his clients is not just a professional goal; it’s a personal mission that drives him to help others achieve financial independence and live life on their own terms. Through his work at Balser Wealth Management, Roger Balser continues to inspire and empower clients to take control of their financial futures.
