Advanced Strategies

Stifel is a leading wealth management firm that prioritizes employee advisor satisfaction, as recognized by J.D. Power. The firm is dedicated to supporting financial advisors through seamless transitions, comprehensive resources, and a culture designed for growth and entrepreneurial spirit. With a robust technology platform and a wide range of investment products and services, Stifel empowers advisors to enhance client relationships and optimize their practices. The firm also offers nationally recognized research, wealth planning, and alternative investment opportunities, making it a compelling choice for advisors seeking to expand their business. Generated from the website

A locally owned and operated company providing quality services to local and surrounding areas. We pride ourselves on customer service and satisfaction is always guaranteed. Call today to see what we can do for you!

Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.