Let our experience help you achieve your financial goals.

Greg W. Anderson, CEA

Greg began his financial career over 27 years ago with the creation of Balanced Financial, Inc. He pursued a double major while at Colorado State University and has a Bachelor of Science degree. His wisdom and entrepreneurial spirit allow him to run five successful businesses currently, but his passion is finance and helping folks achieve financial success. Greg is a Certified Estate Advisor (CEA), a member of the International Association of Financial Planning, a speaker, and a part-time teacher of Social Security strategies. He is devoted to our veterans, often helping veterans apply for and receive veteran benefits.

When not in the office, Greg thoroughly enjoys spending time with his lovely wife, Paula, and his children Sadie, Marshall, Amber, and Trevor. 

Balanced Financial Inc.
3711 JFK Parkwy, #230
Fort Collins, CO 80525



Greg is a fervent supporter of higher education and always has a Colorado State University intern or two working at Balanced Financial, Inc.  

Robert O'Brien

Robert is a junior at Colorado State University studying corporate and investment finance and mathematics.  With an outstanding grade point average and dedication to learning all there is to know about finance, Robert makes an excellent asset to the Balanced Financial, Inc. team.  Outside of school he is a musician of ten years, focusing primarily on the bass guitar. 

We have a great track record!

At Balanced Financial, Inc., we are dedicated to making your money work for you. We boast a happy and successful client database of over 4,000. We treat our clients with the utmost honesty and integrity, while offering realistic professional advice. Our years of experience and notable expertise provide our clients with financial peace of mind. We believe in making your money work strategically for you right now. Let us show you how – make an appointment for a free consultation today.

 Paula Anderson

In 2014, Paula decided to change careers and join Balanced Financial, Inc. Her history of owning a 20+ employee corporation for 15 years as well as having an insurance license previously has made her quite the asset to Balanced Financial, Inc. She now enjoys her new career as office manager and executive assistant to Greg. Paula’s compassion for people and attention to detail are enjoyed by our clients. 

When not in the office, Paula volunteers, bikes, hikes, skis, and adores time with her family. 

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