Balance Wealth
Balance Wealth (CRD# 329589) is a financial advisory firm headquartered in Columbus, OH. They manage $90,562,000 in 554 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management91MILLION
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Total Number of Accounts554ACCOUNTS
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Average Account Value$163,469
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, TX
Robert Gavlak (CRD# 5686543) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER(TM) working at Strategic Wealth Partners, Ltd. based in Independence, OH and has over 7 years of experience in the finance industry. Bob also runs the office in Columbus, OH as an extension to the main office and operations.
A graduate of Case Western Reserve University in Cleveland, OH, Bob loves the challenges of helping his clients navigate the problems in their lives through personal, thoughtful interactions.
As a Clevelander born and raised, Bob's midwest roots keep him tied to Cleveland sports teams, the Ohio State Buckeyes, and wrestling. He passes this love onto his family - including his wife and their three children.
Bob is also president of the Ohio Chapter of Gift of Adoption, a non-profit put in place to help fund grants to families looking to adopt vulnerable children to give them an opportunity to thrive.
Timothy Power (CRD# 4746589) is an Investment Advisor Representative working at Balance Wealth in Columbus, OH and has over 20 years of experience in the finance industry.