Ball Wealth Management is a fee only Registered Investment Advisory firm. Our goal is to help our clients build and preserve their wealth. We provide comprehensive financial planning, investment consulting, and tax planning to both individuals and businesses. As an independent, fee based firm we do not represent investment or insurance providers, nor do we receive commissions for recommending investment or trading services. We answer only to our clients, ensuring that the investments we recommend to them are those that we believe to be appropriate.
At Ball Wealth Management we believe successful wealth management requires understanding and managing risk by developing a disciplined investment strategy based on your personal goals.
Let me explain what it means to be an Independent Fee Only Investment Advisor. We offer conflict free professional and objective advice to all our clients. We do not represent investment or insurance providers, nor do we receive commissions for recommending investments.
Lastly, we answer only to our clients, ensuring that the investments we recommend to them are those that we believe to be appropriate for them. Our reality is a simple one: We succeed only when our clients succeed.
