Balance Investments

Specialties

We work with you to address specific areas where you have financial needs — investing, retirement planning, IRAs, 401ks, cash flow management, estate protection, inheritances, income taxes, education funding, or specific investment types and individual investments. We provide you with as-​needed or comprehensive financial planning based on your individual needs.

If you’ve put off talking to a financial adviser or planner because you believed it was too expensive or you don’t want to work with a commissioned salesperson or broker, you’ve come to the right place.

We are a fiduciary and completely independent Registered Investment Adviser — allowing us to be 100% objective and focused on your needs and success. In volatile economic times like these, an objective view of your current financial situation may be exactly what you need most.

Our Balanced Approach begins with a no-​cost, no-​obligation initial meeting with our financial adviser. This meeting costs you nothing and could put you on the road to a sound financial future. Contact us today to discuss getting started on your personalized financial plan.

History

Established in 2014.

Company President and Financial Adviser Herman has a passion for investing and financial advice dating back to his very first investment in McDonald’s stock in his teenage years. This experience, along with the lessons learned growing up with a teacher for a mother, allowed him to successfully combine his passions for investing success and educating and advising clients into a successful investment management and financial planning practice — Balance Investments.

Meet the Business Owner

Herman B.

Business Owner

Herman graduated from Wake Forest University in 2003 with a MBA from the Babcock Graduate School of Management. He is also a graduate of North Carolina Agricultural & Technical State University, where he achieved a BS in Chemical Engineering in 1999. Herman is licensed as a Series 65 Investment Adviser and is currently underway towards achieving his Certified Financial Planner™ designation.

In addition to his professional experience in investments and planning, Herman’s life experiences make him especially attuned to client needs. For example, he understands what it’s like to:

* Select the right investments in confusing and volatile economic environments

* Deal with multiple financial goals simultaneously rather than consecutively

* Start and manage a successful business

* Manage real estate transactions in a challenging real estate market

* Raise a child and finance a college education

* Create a family estate protection plan