The Balser Companies is an independent, fee-only Registered Investment Adviser (RIA) firm based in Newport Beach, California. Founded by Dale Balser, the company operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their core focus is on providing comprehensive wealth management, which includes personalized financial planning, retirement planning, and disciplined investment management services to individuals, families, and business owners.

Founded in

United States