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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-02-2023
- Office Locations
- 1
Office Locations
About Balanced Wealth Group LLC
Balanced Wealth Group is an RIA providing personalized, comprehensive financial planning and investment management for business professionals, executives, and their families. The team specializes in navigating executive compensation, employer stock options, tax planning, and benefit strategies alongside retirement planning. Planning is delivered through a collaborative, values-based process supported by an eMoney client portal.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW CHRISTOPHER DAUGHERTY
Chief Executive Officer, Managing Member, President
- CRD
- #4433690
- Ownership
- 50% but less than 75%
Matthew Thomas Gottshall
Financial Advisor, LEAD ADVISOR, PARTNER
- CRD
- #6647963
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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ROGER ALLAN POTTER
Financial Analyst
- CRD
- #4548188
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $494,073,639 | $311,129 |
| Non-Discretionary | $0 | -- |
| Total | $494,073,639 | $311,129 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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