Required Disclosures

Regulatory Information & Important Disclosures

Balanced Wealth Strategies, LLC is committed to full transparency and regulatory compliance. The following documents and disclosures contain important information about our firm, services and business practices.

Disclosures

Form ADV Part 2A – Firm Brochure

Form ADV Part 2B – Brochure Supplement

Mark J. Burger, CPA – Principal Executive Officer

Educational Background

  • BA in Accounting – University of South Florida (1984)
  • Master of Science in Taxation – Florida International University (1987)
  • CPA License – Florida (1987)
  • CPA License – New Hampshire (2015)

Professional Experience

  • Over 35 years in financial services
  • Extensive tax and financial planning background
  • Continuous compliance with CPA education requirements
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Business Activities

  • Principal Owner – Mark J. Burger, CPA PA
    • Provides accounting and tax services
    • Approximately 90% time allocation
  • Managing Member – GuidePoint PEO LLC
    • AI-First organization focusing on PEO marketing
    • 33.33% ownership

Disciplinary Information

  • No legal or disciplinary events
  • No administrative proceedings
  • No regulatory actions
  • Clean professional record

Material Relationships & Conflicts of Interest

Business Affiliations

  • Solicitor agreements with:
    • UBS Financial Services
    • Wells Fargo Advisors
  • Related business entities:
    • Mark J. Burger, CPA PA
    • GuidePoint PEO LLC

Conflict Management

  • Regular review of investment allocations
  • Performance monitoring
  • Alignment with client objectives
  • Full disclosure of all relationships

Code of Ethics

Our firm adheres to strict ethical standards including:

  • Fiduciary duty to clients
  • Protection of client confidentiality
  • Prohibition of insider trading
  • Personal trading oversight
  • Regular compliance reviews
  • Clear reporting procedures
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PEO Company

Privacy Policy

Financial Information

  • No prepayment of fees six months in advance
  • Strong financial condition
  • No bankruptcy history

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.

For additional information or to request any of the documents referenced above, please contact our office at 561-659-2811 or email mburger@markjburgercpa.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

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