Peter Balch

Peter Balch, CFP®, CPA, CWS®

Private Wealth Advisor
Atlanta, GA
peter.balch@bluetrust.com
(770) 308-2700
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Peter Balch is a private wealth advisor for the Private Wealth division of 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 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.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by 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. CFP Board 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.
**All financials are as of 6/30/24 and subject to change.
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