Advanced Strategies

A locally owned and operated company providing quality services to local and surrounding areas. We pride ourselves on customer service and satisfaction is always guaranteed. Call today to see what we can do for you!

Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.

Livelsberger Financial Advisory is a financial advisory firm located in Ashland, Ohio, dedicated to providing expert guidance to individuals and businesses. With a commitment to personalized service, they focus on delivering tailored financial solutions to meet the unique needs of their clients. The firm operates under a strong set of principles, emphasizing client relationships and a philosophy built on trust and transparency. Livelsberger Financial Advisory aims to empower clients with the knowledge and resources necessary to make informed financial decisions. Generated from the website