Corey Noyes, CFP®

Balanced Capital
450 W 910 S #506
Heber City, UT 84032

Website
www.balanced-capital.com

About Corey Noyes, CFP®

 

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.

Shortly after I got married, my wife introduced me to distance running. As a former offensive tackle, the thought of running for… fun… sounded crazy. (If you’re unclear what an offensive tackle is, think about that Sandra Bullock movie about football.) It took a little time, but now I’m hooked. We try to run at least one half and one full marathon together every year now. I do my best thinking while I’m out running, and many of my ideas and solutions for clients are born somewhere between miles seven and twelve of a Saturday morning run.

I haven’t worn a tie in 9 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.

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Specialties

  • Attorney Finances

  • Tax Planning


Services

  • Tax Planning

  • Financial Planning

  • Investment Management


Professional Designations


Memberships & Associations


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