Balser Wealth Management, LLC helps investors retire comfortably and stay comfortably retired.

We are one of a handful of investment firms across the country specializing in a unique service…. helping individuals manage the risk in their retirement account at work.

For many individuals their retirement account at work is often the single largest pool of money they will ever see and they are receiving no help in managing this money!

At Balser Wealth Management, we employ a straight forward five step game plan that controls the risk in your retirement account at work.

Our clients are busy professionals who are serious about gaining control of their retirement account at work. They don’t want excuses or surprises!

Unlike financial planners or others in the investment advisory business (many use asset allocation pie charts), the recommendations you receive are based on what is working — right now — and are the best choices available in your plan today. 

For more than twenty years we have been working with clients, helping them get control of their retirement accounts at work. We have helped individuals with their retirement accounts at the Cleveland Clinic, University Hospital, EMH Regional Healthcare, Sherwin-Williams and St. John West Shore Hospital.

I would encourage you to take a look around our website and if you like what you see you are welcome to take advantage of a complimentary telephone conversation. Where you will pretend you have already hired us.

This way you find out if the quality of advice you are seeking is exactly what we offer.

Send us an email, pick up the phone. We are happy to talk to you!