About Balanced Wealth Strategies, LLC

A Legacy of Financial Stewardship

Mark J. Burger, CPA, founded Balanced Wealth Strategies, LLC in November 2024, building upon his 37-year career in accounting and financial services. This strategic move to establish a dedicated wealth management practice reflects his commitment to serving clients with sophisticated financial needs. Our firm leverages decades of expertise to provide comprehensive wealth management solutions and strategic oversight for high-net-worth individuals, seamlessly integrating tax planning with investment strategies.

Our Leadership

Mark J. Burger, CPA
Principal Owner and Chief Investment Advisor
Mark brings over three decades of financial expertise to Balanced Wealth Strategies, LLC. His distinguished career includes:

  • Master of Science in Taxation from Florida International University
  • Licensed CPA in Florida (since 1987) and New Hampshire (since 2015)
  • Extensive experience in wealth preservation strategies
  • Deep understanding of complex financial planning needs
About Us Balance Wealth Strategies LLC

Our Philosophy

We believe in:

  • Wealth Preservation: Focusing on protecting your assets while pursuing sustainable growth
  • Strategic Partnerships: Collaborating with premier wealth management firms
  • Risk Management: Employing sophisticated diversification strategies
  • Transparent Communication: Maintaining clear, regular dialogue about your portfolio

Our Commitment

As a registered investment advisor, we maintain a fiduciary responsibility to our clients, always placing your interests first. Our success is measured by your financial well-being and the achievement of your long-term goals.

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Strategic Affiliations

While we maintain our independence, we have established strategic relationships with premier financial institutions:

  • UBS Financial Services
  • Wells Fargo Advisors

Note: While Balanced Wealth Strategies LLC is affiliated with Mark J. Burger P.A., our investment advisory services are separate from accounting services. For tax-related services, please visit Mark J. Burger CPA PA’s website.

Important Regulatory Disclosure: Balanced Wealth Strategies, LLC is a registered investment advisor. This is not an offer to sell securities or the solicitation of an offer to purchase securities. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please see our Disclosures for Form ADV Part 2A and 2B for complete details about our services, fees and professional background.

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