Balanced Capital

"Corey has helped me with my retirement accounts that were losing money each year, to increasing my balances in the last 5 years. I really appreciate his strategies. I am staying with Balanced Capital and Corey!"

"Interviewing financial advisors is not fun. You want to find someone you can give the vast majority of your money to that you can trust and who gets you. After several interviews with several financial advisors, I knew that Corey was the person for the job. I have been very happy with his sage advice and open-minded exploration of my financial goals."

"I've had a great experience working with Corey. He is very accessible and responsive. I feel like I can hit him with all sorts of questions and he gets back to me very quickly with a smart, thoughtful response. I like the way he thinks about personal finance--he's knowledgeable, creative, and practical. His pricing is also very transparent and fair. I would definitely recommend!"

"Corey at Balanced Capital is THE BEST. We are so thrilled to have found him. I have recommended him repeatedly to anyone who will listen. In our family all of our financial discussions end up needing to pass the "Corey test", which is, would Corey be okay with this? This is a level of trust that he has consistently and repeatedly earned. Corey pays attention to your context and your needs, and his recommendations always follow the pattern of "what is best for you specifically?" He also is a very responsible investor, one of the things that drew us to him, in that green investing is very important to us (and the world). He has done a phenomenal job paying attention to that goal and making our portfolio strong and sustainable. I hardly ever even fill these reviews out, but Corey is worth it. If you're reading this and wondering if Corey should be your financial advisor, you should stop reading and go talk to him."

"I’ve known Corey since we were kids, and he’s a great guy in and outside of business. It was a no brainer for us to select him to help us manage our financial not so wellbeing. He was able to help us make much better decisions for some retirement accounts and stocks and help us figure out how to pay for expensive home repairs. Even though we move around the country it’s easy to meet up with him when we need to via zoom and quick replies for email. He even has helped us file our taxes for personal and Etsy income. Highly recommend him. Very knowledgeable and explains everything well!"