Steve Balch, CFP®

Hi, I’m Steve C. Balch, CFP®, Director of Financial Planning & Wealth Management at Certa Financial Planning. For over 15 years, I’ve helped busy professionals and retirees simplify their finances, reduce taxes, and build lasting wealth.

Whether you're growing your career or preparing for retirement, I take a personalized, proactive approach—focusing on tax-efficient strategies, long-term planning, and purposeful investing. My goal isn’t just to manage your money, but to bring clarity, confidence, and a financial roadmap that evolves with your life.

Investment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Certa Financial Planning are not affiliated. Third party posts found on this site do not reflect the views of IFP and have not been reviewed by IFP as to accuracy or completeness.