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Balanced Financial Planning
Balanced Financial Planning began operations in 2004. It functions as a US-registered investment advisor serving private clients through customized advisory...
Overview
Balanced Financial Planning began operations in 2004. It functions as a US-registered investment advisor serving private clients through customized advisory mandates. The firm focuses on financial planning, portfolio management, and estate planning. These services address the needs of individuals and high-net-worth families without disclosed commitments to specific asset classes such as venture capital, private equity, or hedge funds. No named portfolio holdings or co-investors appear in available records. Team size and additional office locations remain undisclosed. No operational events from the past 24 months have been identified in public sources. The firm operates as a standalone RIA without affiliation to a larger family office network or operating company.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Overland Park, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Balanced Financial Planning?
Public records do not name specific principals or portfolio managers at the firm.
Does Balanced Financial Planning participate in fund commitments or only direct deals?
The firm provides direct advisory services to clients and does not disclose participation in external fund commitments.
What investment stages does Balanced Financial Planning typically target?
No information on targeted investment stages is available from public sources.
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