Balint Wealth Management is a financial planning and wealth management firm based in Wilmington, Delaware. Its approach centers on personalized, independent advice designed around each client’s goals, values, and circumstances. The firm aims to make complex financial decisions clearer through thoughtful planning, transparent communication, and an ongoing personal relationship.

Balint Wealth offers comprehensive financial planning, including goal-focused planning, net worth and debt tracking, cash flow and budgeting, tax-efficiency strategies, and regular plan reviews. Its asset management services include customized investment portfolios, risk analysis, asset allocation, diversification, 401(k) rollover and Roth IRA strategies, and ongoing performance monitoring and rebalancing. Retirement services cover income analysis, 401(k), IRA, and pension optimization, Social Security timing, tax-aware withdrawals, estate and legacy planning, and considerations such as longevity and inflation.

Balint Wealth works alongside clients’ other professional advisers, including CPAs and attorneys, to coordinate planning across retirement, tax, estate, and business needs. Investment advice is offered through Great Valley Advisor Group, a registered investment adviser; the firm states that it is a separate entity from Balint Wealth Management.