ABOUT DAVID
David Balok founded his firm in 2006 when he entered into private practice and affiliated with LPL Financial, the nation's largest independent broker/dealer*. David and his team design and implement customized wealth management plans and retirement income strategies for retirees, corporate executives, families, and small business owners.
As an independent advisor, David is able to keep his clients' best interests at heart and prides himself with having no obligation to any bank, Wall Street brokerage house, or proprietary product providers. Through his partnership with Trust & Will he is here to help guide you through the entire estate planning process.
David's approach to overseeing his clients' investment portfolios is based on careful account planning, minimizing risk, disciplined professional money management, and tax efficiency.
Beyond the Office
Beyond the Office. When David isn't working with clients, you'll likely find him outdoors. He's an avid beekeeper who enjoys the slower, hands-on rhythm that tending hives requires. David is always looking for an excuse to head to Florida where you can find him out on the water fishing. At home, he's kept busy by his two dogs, and he loves spending time out at the barn with the horses whenever he gets the chance. He's also an active member of his church community, which keeps him grounded and connected close to home. Family means a lot to David. He and his wife have three grown children, and that same steady, family-first mindset is what he brings to every client relationship: a long-term view, a personal touch, and a genuine investment in getting to know the people with whom he helps.
*As reported in Financial Planning Magazine, June 1996-2019, based on total revenue.