Balance Wealth Advisors Walnut St, Wellesley

I am very glad to have the opportunity to intern at Balance Wealth Advisors. They are a very friendly, close-knit community. Within the first few weeks, they have brought me into the team and provided me with a lot of resources to learn about the business and financial advisory in general. Looking forward to learning and growing a lot more in the near future!

Balance Wealth Advisors is a fantastic company. I am an intern there and learned many things along my journey so I owe this company a lot. Everyone at BWA is extremely helpful and always put their clients first. Their office is also exceptionally clean and professional.

Thank you Amy and David and everyone at Balance Wealth advisors for another fun event! You always take great care of your clients and it is always a pleasure spending time with you!

Everyone at Balance Wealth Advisors is very friendly, professional, and knowledgeable. As a current college student, I am thrilled with the opportunity to intern in an environment that is so conducive to learning. I can tell that David Allen truly cares about his clients. Looking forward to learning as much as possible about the wealth management industry during my time at BWA!

Balance Wealth was the place that offered me my first internship 10 years ago and provided me with a great opportunity to start my career. I had a fantastic experience at the firm where they entrusted me with responsibilities at a young age and gave me the tools to succeed (i.e. industry licensing, interacting with clients, learning the investment industry from investment company relationships). I still keep in touch with various current and prior employees of Balance Wealth Advisors and highly recommend them as an intelligent and committed financial advisor.

Just started working with Dave & crew at BWA, so far the experience has been extremely positive. Dave, Hunter and Amy have been very responsive to our needs, answering questions as well as giving sound advice. Dave has also been a great asset in providing business referrals (i.e. accountants, attorneys) that align with our needs. We look forward to continuing to work and build our relationship with BWA to organize and maximize our finances.

A great group of people to work with. An incredible place to intern at, I've been given many opportunities to learn and have really enjoyed my time here. It's a great atmosphere to work in! They put huge amounts of care, attention, time, and work into each client and truly care about each client as an individual. Constantly going above and beyond for their clients.

It is a big decision who you’re in partnership with when planning long-term. Over the years, BWA proved to be a trusted steward: knowledge, custom tailored guidance, professionalism … and all of it with a fiduciary focus.

David Allen is THE guy to talk to for the soundest financial advice imaginable. I've heard him speak many times and I always learn something new. He's really on top of his game and has tons of great advice on his website for you to check out. Please do yourself a favor and talk with him and his professional, knowledgeable staff about any of your financial needs or questions.

I am extremely grateful to have the opportunity to work at Balance Wealth Advisors. The atmosphere is unbelievable and I enjoy coming to work each day. The team dedicates countless hours to building meaningful relationships with their clients as well as constantly trying improve and educate themselves on how they can be better in a changing industry. One of my favorite aspects of BWA is their dedication to implement new technologies that allow them to have a more interactive relationship with their clients!

My experience thus far working at Balance Wealth Advisors has been amazing. They are innovative and truly care about their clients needs and wants. The people are friendly and outgoing, I already feel welcomed into the group. As an intern, this learning experience will push me to grow and develop in the financial service industry. I am looking forward to what is to come at BWA!