Wealth Balance Advisors
@wealthbalanceadvisors.com
Fee-only retirement planning. Start with your Retirement Ratio — the one number that tells you exactly where you stand.
Wealth Balance Advisors's Company Logos
Wealth Balance Advisors's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#0F4F5E
Eden
15, 79, 94
191, 72, 21
84, 16, 0, 63
#787878
Boulder
120, 120, 120
0, 0, 47
0, 0, 0, 53
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Wealth Balance Advisors
Wealth Balance Advisors helps people approaching or living in retirement develop clear, personal financial plans. Based in Birmingham, Alabama, the brand centers its process on the Retirement Ratio: a single figure representing the earnings rate a client’s portfolio needs to support their retirement lifestyle. The firm offers a focused session to review income, savings, expenses, and goals, then provides a retirement plan clients can keep.
Its services include retirement income strategies, investment management with diversified portfolios tailored to a client’s target, tax planning to help minimize lifetime tax burdens, and estate planning coordinated with clients’ other advisors. The process begins with a no-pressure introductory call, continues with a Retirement Ratio review, and can include regular meetings to explore planning options. Wealth Balance Advisors describes its approach as fee-only, with no commissions and a maximum AUM fee of 0.
85%, and cites 25 years of experience. Investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. The firm also provides a free Retirement Ratio guide and a quarterly newsletter
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Finance
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