Founded in 1999 by Susan John, CFP®, AIF®, Appropriate Balance Financial Services, Inc. is an independent advisory firm dedicated to helping clients achieve their financial goals. As a fee-only Registered Investment Advisor (RIA), the company operates under a strict fiduciary standard, legally obligated to act in its clients' best interests. They offer a range of services including investment management, retirement planning, and holistic financial planning, emphasizing a personalized and comprehensive approach to wealth management for individuals and families.

Founded in

United States