Balasa Dinverno Foltz LLC

at balasa dinverno foltz llc our mission is simple - we help people make sound decisions to enjoy a full life. and it drives everything we do. • comprehensive financial planning and investment management • unbiased, conflict-free investment advice we serve business owners, women, individuals and families, and institutions. we also have practice groups that specialize in the unique needs of: • attorneys • divorce • insurance brokers our dedicated practice groups are comprised of experts in these areas, leveraging our real world experience to provide our clients with a customized approach and solutions that incorporate all aspects of their life. we passionately design and implement customized solutions for building and managing our clients'​ wealth. the firm's team of professionals includes attorneys, certified public accountants, certified financial planners, certified financial analysts, and masters of business administration. the firm’s holistic, solution-based approach to wealth mana