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Corey Noyes, AAMS

Align Your Portfolio With The Kind Of World You Want To Create

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Balanced Capital Corey Noyes, AAMS
Heber City, Utah

Align Your Portfolio With The Kind Of World You Want To Create

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Areas of Focus

  • Choosing a Financial Advisor
  • Investing
  • Investment Management
  • Setting Up Retirement Accounts
  • Socially Responsible Investing

About Me

I haven’t worn a tie in 6 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.

I have a thing for the red rock deserts of Southern Utah. Most people call them Zion, Arches, and Canyonlands. I call them heaven. If I ever miss your call, there is a good chance it’s because I’m off hiking in them with my family. By the way, always hike with a flashlight… trust me.

That love of the outdoors is what instilled in me a desire to do everything I can to help preserve our environment. One of my main objectives in forming Balanced Capital was being able to offer my clients what I consider to be the greenest, most environmentally friendly portfolios available.

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.

Professional Designations

  • Accredited Asset Management Specialist (AAMS)

Primary Location

2158, South 60 East, Heber City, Utah, 84032

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

This is our chance to get to know each other and decide if we are a good fit for each other.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

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.

Balanced Capital was built to provide modern advice for modern investors. A completely paperless client experience with virtual meetings. Sustainable investment portfolios that reduce your carbon footprint by over 80 percent. A cutting edge mobile app designed to be simple, yet powerful. We strive to offer advice on your entire financial life, not just your investment portfolio. We review your taxes, insurance, employer benefits, and cash flow to make a complete picture of your financial life.

As an independent fee-only advisor, my philosophy is that peak-level financial planning does not need to be complicated. In fact, it should be simple. At Balanced Capital what that looks like is concise reports with clear actionable items, straightforward portfolios with defined objectives, and a simple cost structure that leaves no room for confusion.

Education

Brigham Young University BS Finance

Volunteer Experience

National Federation of the Blind and the Lions Club

Languages

  • English

Hobbies and Interests

  • Baseball
  • Camping
  • Cycling
  • Exercising
  • Family
  • Football
  • Hiking
  • Hockey
  • Running
  • Skiing
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents

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