Ron Balog is an Investment Advisor Representative with more than a decade of experience in the financial services industry. With a lifelong passion for finance, he became an advisor with the goal of helping families realize their financial dreams and pursue their vision of financial success. He enjoys the opportunity his career provides him to make a difference in people’s lives. Offering comprehensive wealth management, he serves individuals, families, small business owners, and physicians.
Prior to becoming an independent advisor, he worked with several national firms, including Merrill Lynch and Morgan Stanley. With the desire to offer clients more services with fewer restrictions, he founded his own independent firm. He prides himself on his ability to offer a wide range of services without quotas, biases, or conflicts of interest.
Ron holds FINRA Series 7, 66 securities registrations. He received his Bachelor of Arts in Business and Political Science from Muskingum College, and his Master of Business Administration in Finance from Loyola University of Chicago.
Outside of the office, Ron spends much of his time with his wife of more than 29 years, Kim, and their two children. For more than 15 years, he has been coaching junior high and high school football.