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Nathan Balch

Nathan is a trusted advisor that helps high-net-worth families and business owners navigate financial decisions with confidence to achieve their goals.

Nathan uses his decade of banking and wealth management experience to help clients with investment management, retirement planning, insurance analysis, college planning, and charitable giving. Clients value his role as financial counsel to reduce their worries and plan for future success.

Nathan grew up and still lives in Madison County, Iowa. There, he enjoys spending time with his wife and their dog. They spend their summers fishing and kayaking and enjoy skiing in the Rockies over the winter.


  • Registered Investment Advisor Representative (Series 65) – FINRA


  • Bachelor of Science, Business Administration, Finance, American Institute of Business
See Nathan’s Office
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