Roger Balser
Consultant, Speaker, Nationally Published Author at Balser Wealth Management, LLC | Avon, Ohio, United States
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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.
Consultant, Speaker, Nationally Published Author at Balser Wealth Management, LLC in January 2005 to Present
Founder - Owner at Balser Wealth Management, LLC in January 2005 to Present
Investment Consultant at McDonald Investments in January 2000 to January 2004
consultant at smith barney in January 1991 to January 2000
Financial Consultant at EF Hutton in January 1986 to January 1988
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Private Equity
Investments
Wealth Management
Portfolio Management
Strategy
Risk Management
Alternative Investments
Venture Capital
Hedge Funds
Equities
Asset Managment
Investment Management
Mergers
Asset Management
Mergers & Acquisitions
Retirement
Wealth
Finance
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Discover more about Balser Wealth Management, LLCWhat is Roger Balser email address?
Email Roger Balser at [email protected] and [email protected]. This email is the most updated Roger Balser email found in 2026.
What is Roger Balser phone number?
Roger Balser phone number is +18504494466 and +18503469242.
How to contact Roger Balser?
To contact Roger Balser send an email to [email protected] or [email protected]. If you want to call Roger Balser try calling on +18504494466 and +18503469242. (updated on September 13, 2024)
What is Roger Balser net worth?
Roger Balser has an estimated net worth of $75,000 to $99,999
What company does Roger Balser work for?
Roger Balser works for Balser Wealth Management, LLC
What is Roger Balser's role at Balser Wealth Management, LLC?
Roger Balser is Consultant, Speaker, Nationally Published Author
What industry does Roger Balser work in?
Roger Balser works in the Financial Services industry.
Roger Balser Email Addresses
Roger Balser Phone Numbers
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