Network·Family Office

Balance Wealth

Unclaimed

📍 WORTHINGTON, OH

Family Officemedia
balancewealth.com/

SEC CRD #801-131997

About

Financial Advisor in Columbus, OH | Balance Wealth | Balance Wealth Skip to content Get in touch Get in touch Main Menu BALANCE WEALTH WHERE WEALTH AND LIFE FIND PERFECT HARMONY Find Your Balance FIND YOUR FINANCIAL BALANCE. MORE THAN EVER, YOU NEED A WEALTH MANAGEMENT TEAM THAT EMBRACES CHANGE. Find Your Balance Our Definition of Success is Yours. When you choose Balance Wealth, you are not just hiring a financial advisor. You are securing a partner with a strategic outlook. A partner that is as personally invested in your financial goals as you are. And that makes a world of difference to both of us. We can’t wait to meet you. Nic Gookin Chief Investment Officer Learn More Nora Lamendola Partner, Wealth Advisor Learn More Bob Gavlak, CFP® Family Man, Partner Learn More MEET THE BALANCE WEALTH TEAM Tyler Purcell Head of Growth, Wealth Advisor Learn More Ryan Mannen Partner, Chief Operating Officer Learn More Shaun Carney, CFP® Partner, Wealth Advisor Learn More At Balance Wealth, we’re more than just advisors—we’re partners in helping you align your finances with your life’s goals and passions. Founded by Bob Gavlak, our team takes a personalized, values-driven approach to empower your journey. Meet Bob, Tim, Ryan and the entire Balance Team of dedicated, approachable experts and discover how we can help you achieve the perfect balance between wealth and what truly matters. Check out our team here! What is Your Story? Life’s biggest milestones—marriage, homeownership, career

Key Contact

RM

RYAN MANNEN

CCO

📞 (800) 551-7787

🔒 Sign up for free to view key contact information

Sign up free →

Geographic Focus

ohunited states

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$387M

Location

WORTHINGTON, OH

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.