Our Services

Tax Preparation, Planning, Advisory, and Personalized Wealth Management tailored to your financial goals

Tax Preparation, Planning, and Advisory Services

Comprehensive tax solutions for individuals and businesses, including proactive tax planning and estate tax strategies, to support informed tax decisions and long-term financial planning.

Wealth Management

Personalized investment management and strategies tailored to your financial goals, risk tolerance, and investment time horizon. Our services include portfolio diversification, asset allocation, ongoing investment monitoring, and periodic reviews to address your evolving financial

Comprehensive financial planning focused on your short- and long-term financial goals. Our services include retirement and income planning, cash flow analysis, insurance needs assessment, tax-efficient financial strategies, and estate-related financial considerations to support informed decisions throughout different stages of life.

Financial Planning

Our Location

Address

2101 NW Fillmore Ave Corvallis, OR 97330

Phone Hours

Monday - Thursday | 9 AM - 4 PM

Contact

info@balancedaccountingwealth.com

541-602-8541

Michelle Wilson, EA, LTC, Financial Advisor

In-Person Hours

Monday - Thursday | By Appointment

Michelle Wilson is a Financial Advisor with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. Check the background of this investment professional associated with this site on FINRA's [ Broker Check ]

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Balanced Accounting & Wealth Management, LLC.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The prudential Insurance Company of America (“PICA” and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professional are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.