About Balance Wealth

Founded in 2023 by financial advisor Bob Gavlak, Balance Wealth is driven by the belief that financial planning should align with what matters most – your personal values, aspirations, and enjoying the journey of life.

After over 14 years at larger firms, Bob broke out on his own to create a more personalized approach focused on empowering clients’ life goals. At Balance Wealth, our advice and planning resonates with your real-life priorities rather than cold numbers on a spreadsheet.

Balance Wealth serves clients nationwide from its home in Columbus, OH. More than financial advisors, we handle the heavy-lifting of navigating retirement, taxes, estate and financial planning so you can focus on the things that you love. Meet our [down-to-earth team] Bob, Tim, and Emily and reach out to see if we’re the right fit to help you find the perfect balance between wealth and life.

At Balance Wealth, our client base encompasses a diverse range of individuals, from retirees securing their legacy to young professionals striving for financial independence. We’re dedicated to providing personalized guidance and fostering meaningful relationships, regardless of your stage in life or background.

We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.

In addition to serving our clients, Bob is deeply committed to sharing financial insights, trends, and knowledge with everyone eager to enhance their financial literacy. Through our monthly newsletter and vibrant social channels, we strive to empower individuals from all walks of life with the tools and understanding needed to make informed financial decisions.

Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. The inspiration behind the name “Balance Wealth” stemmed from Bob’s aspiration for a well-rounded life. As a devoted dad, committed husband, Certified Financial Planner (CFP®), wrestling coach, amateur farmer, and connoisseur of donuts (just to name a few), Bob embodies the balanced lifestyle he envisions for his clients. 

With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. Ready to take the first step? Let’s chat.

The mission of Balance Wealth is to empower individuals to achieve financial well-being and live fulfilling lives. Our vision is to be a trusted partner in our clients’ financial journeys, providing personalized guidance, education, and support tailored to their unique needs and aspirations. Our ethos revolves around the belief that true wealth extends beyond monetary assets, encompassing a balance between financial stability, personal fulfillment, and meaningful experiences. We strive to architect equilibrium in our clients’ lives by blending financial success with the aspects of life that hold true significance, ultimately enabling them to enjoy a life of abundance, purpose, and contentment.

At Balance Wealth, we have a passion for financial education that extends beyond our clients – we believe financial knowledge should be accessible to everyone.

That’s why we’ve created our free monthly newsletter where Bob will share practical financial tips, analyze current trends, share thoughts on global events, and explain key personal finance topics. It’s educational, straightforward, and brief  – no gimmicks or spam (ever!).

If your inbox is overflowing, you can also check out Bob’s YouTube channel for regular video content or follow along on Instagram.

Whether you’re a Balance Wealth client or not, we’re here as a trusted resource to enrich your financial understanding. Subscribe today and join our community on a path toward living a balanced life.