CONSORTIUM MEMBER SINCE 2017

Jeffrey Panik

CFP®, MSFS, CRPS®

Balance Wealth Partners
125 Townpark Drive
Suite 300
Kennesaw, GA 30144

Phone  |  404.441.9387
E-mail  |  jeff@balancewealthpartners.com



Member Profile

Client Vision

Jeff has worked in the financial services industry since 1999. He has worked with hundreds of families and small businesses to develop plans for them to work towards achieving their goals.


Areas of Expertise

  • Retirement Planning
  • Financial Planning
  • Psychology of Money

Education/Certification

  • CERTIFIED FINANCIAL PLANNER® Professional
  • Chartered Retirement Plans Specialist ®
  • Master of Science in Financial Services, College of Financial Planning

Outside The Office

When not helping clients work towards their goals, Jeff enjoys traveling and spending time with his family.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.










TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.