Corey Noyes, CFP^®

Owner

Balanced Capital

2158 S 60 E
Heber City, UT 84032-1290

FINANCIAL ADVISOR'S WEBSITE

https://balanced-capital.com/

(435) 200-3050 CONNECT WITH Corey

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Brochures

ADV 2

General

Corey Noyes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Balanced Capital in Heber City, UT and the surrounding communities.

Financial Advisor Overview

I haven’t worn a tie in 6 years, I hate going out for fancy lunches, and the last place I’d ever want to be is a country club. Quite frankly I’ve always felt pretty out of place in the financial industry. Because I tend to be more laid back than my prior firm wanted me to be, I really had trouble fitting in. So I had a choice. I could change, and mold myself into what is expected. Or I could rewrite the playbook, and build a firm that allows me to be who I am, and provide the type of experience my clients deserve. I will forever be grateful I chose the latter.

Financial Advisor Experience

I have spent my entire career working in the financial services industry, much of which was spent at large wealth management firms. Those big firms do a lot of things right, and I’m grateful for the opportunity I had to learn from them. They also do some things wrong. Balanced Capital, is my way of fixing those things. Balanced Capital was built to provide modern advice for modern investors. A completely paperless client experience with virtual meetings. Sustainable investment portfolios that help you align your portfolio with the kind of world you want to see. A cutting edge mobile app designed to be simple, yet powerful. We strive to offer advice on your entire financial life, not just your investment portfolio. We review your taxes, insurance, employer benefits, and cash flow to create a complete picture of your financial life. As an independent fee-only advisor, my philosophy is that peak-level financial planning does not need to be complicated. In fact, it should be simple. At Balanced Capital what that looks like is concise reports with clear actionable items, straightforward portfolios with defined objectives, and a simple cost structure that leaves no room for confusion.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Special Needs, Personal Taxes