LPL Financial Advisor

David Balok is the founder of David R. Balok Wealth Management, Inc., a comprehensive wealth management and planning firm with offices in Harbor Springs, Michigan, Denver, North Carolina, and Greenville, South Carolina.  With over 27 years of experience, David is a respected Financial Advisor serving the needs of high net-worth families, retirees, professionals, business owners, and corporate plan sponsors.

David started his career as a Financial Advisor in 1992.  He built his practice based on open communication and a desire to help investors achieve their financial goals.  David values the relationships that have grown over the years through working in close partnership with his clients.  As an independent advisor, David prides himself by acting as his clients' trusted advocate, always working in their best interests.

After years with major financial firms, David realized that his clients' needs were more complex than the solutions that those firms could offer.  In order to provide a more comprehensive service, David founded David R. Balok Wealth Management in 2006 by affiliating with LPL Financial.  With zero obligations to any bank, Wall Street firm, or proprietary product provider, David offers individualized wealth management strategies and retirement income strategies that are tailored to his clients' unique needs.

David utilizes a team approach to investment management that draws upon the talents of well known LPL Financial economists and strategists, investment representatives from a wide variety of insurance and investment firms, along with select local CPAs and attorneys.  David emphasizes client education and has the ability to communicate complex topics in an easily understood manner.  His experience and technical knowledge allow him to effectively consult with his clients' attorneys and CPAs in providing seamless and reliable wealth management services.

David has a Bachelor's Degree in Economics and holds FINRA Series 7, 24, 63, and 65 security registrations at LPL Financial, as well as Life, Accident & Health, Long Term Care and Variable Annuities insurance licenses through various insurance product providers.

When he's out of the office, David is most likely spending time with his wife, Amy, and their three children.  His free time is spent keeping bees, working on large carpentry and renovation projects, cooking, and participating in domestic and international mission trips.