Appropriate Balance helps people find financial peace of mind, freeing them to spend more time with family, community, and personal interests, enjoying their lives to the fullest.

ABFS was founded 30 years ago with a focus on serving physicians across the country. Many of them remain clients three decades later, and we now work with their children as well. Today our focus has expanded to include the broader healthcare community and clients with other backgrounds as well.

In addition to having many long-term clients, ABFS is proud of the fact that most of our advisors and staff have been with us more than half of our 30 years. That’s because we all share the same philosophy of caring for and providing quality advice to clients, and the same core values: honesty, integrity, dependability, and trustworthiness.

The basis of our work is developing meaningful financial relationships with our clients—through comprehensive personal financial planning, investment & risk management, and retirement & pension planning. We can work with other professionals with whom you have relationships, or we can introduce you to our network as needed.

Our commitment is to provide honest and ethical wealth management services that help you reach your financial goals and attain financial peace of mind.