Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Joel K Balam, AIF works with plan sponsors to enhance plan performance and participant outcomes. With access to tools and resources from LPL Financial, Joel helps retirement plans to educate plan fiduciaries, monitor investments and...
Client Relationship Manager
Jessica Balam is a Client Relationship Manager at Balam Wealth Management. Jessica has an extensive professional background in the customer service industry. In 2013, she joined her husband Joel, a Wealth Manager, working as his...
Jerry Williams has an expansive career of growing small business across a myriad of industries—everything from strategy to operations to accounting. He is a data-driven entrepreneur with a keen eye on the money. Prior to joining...
Client Service Associate
Tim Brown is a part of LPL’s Business Solutions program, Marketing Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. He has...