FINANCIAL PLANNING

FOR

THE WASATCH BACK

THE WAY FINANCIAL PLANNING SHOULD BE

RELATABLE

I’ll never give my clients any advice that I don’t personally follow myself

FLEXIBLE

Because I can work entirely virtually, we meet when, and where it’s convenient for you

PAPERLESS

I use the latest software to create a completely paperless client experience

LOCAL

Balanced Capital is located in Heber City, and not part of a big national firm.

Welcome to Balanced Capital

I’m Corey. I started this firm for one simple reason: most people are doing a lot of things right—but still feel uncertain about their money.

Maybe you’re wondering if you’re paying too much in taxes, if your investments are actually working together, or if you’ve missed something big without realizing it. That’s where I come in.

I take a full-picture approach—investments, taxes, retirement, insurance, estate planning—because all of it matters. And I explain it in a way that makes sense, without the sales pitch or industry jargon.

If you’re ready to stop worrying about money and want a plan that actually fits your life, I’d love to talk.

LEARN ABOUT COREY