Peter Balch, CFP®, CPA, CWS®
Private Wealth Advisor
Atlanta, GA
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Services Offered
Peter Balch is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Atlanta, Georgia.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Peter uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Peter and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Before joining the company, Peter worked for KPMG, LLP in their audit and tax divisions. He then worked for Ronald Blue & Co. CPA’s and Consultants as a senior tax accountant where he prepared tax returns and worked with individuals and businesses in tax planning. He also worked at AHC Media as a CFO/controller where he prepared and reviewed financial statements and coordinated tax return preparation.
Peter earned his BS in accounting from Pepperdine University.
Active in the community, Peter is a member of his local church.
Peter resides in Marietta, GA with his wife and three children. In his spare time, he enjoys hiking and other outdoor activities.
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Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.