Our Professionals
At Balanced Wealth Partners, we believe long-term relationships are rooted in trust and open communication. We work closely with clients to create tailored strategies that address their specific needs, whether it’s generating retirement income, managing investments, or creating custom financial plans to Navigate you to and through your Financial Journey.
Our innovative analysis and strategy aim to provide:
- Clarity
- Security
- Financial Peace
Chase Grundy, CFP®
Co Founder , CIO, and Wealth Manager
As the Co-founder of Balanced Wealth Partners and a Certified Financial Planner™️ I am dedicated to helping clients achieve financial independence and confidently transition into retirement. I graduated from Western Kentucky University with a degree in finance, where my passion for empowering others to secure their financial futures first took root.
My career began with a large Registered Investment Advisor (RIA) in Nashville, Tennessee, where I specialized in working with high-net-worth retirees. I gained valuable experience in helping clients preserve and grow their wealth during retirement. Later, I shifted my focus to advising young professionals in the accumulation stage of life, helping them build the financial habits and strategies that lead to long-term success.
Now, as the co-owner of Balanced Wealth Partners, I blend these skills to provide comprehensive, personalized advice to pre-retirees and retirees. My mission is to help clients create tailored plans that align with their dreams and ensure financial confidence at every stage of life.
I live in Fort Collins, Colorado, with my wife and our four dogs. Outside of work, I’m often exploring the beauty of Colorado—snowboarding in the winter, hiking year-round, or giving back to the Fort Collins community through local initiatives. Chase was also a member of the USA National Karate team and is an avid Motocross fan.
Let’s work together to design a retirement plan that helps you achieve the life you’ve always dreamed of!
Paula Anderson
Office Manager
Paula joined Balanced Wealth Partners with more than ten years’ experience in the financial industry and over 40 years in business ownership and management. Her extensive experience, communication skills, and attention to detail are an essential part of Balanced Wealth Partners. Her aspiration to help people achieve their financial goals and success drives her dedication to client care.
Outside of the office, Paula enjoys spending time with her husband, children, grandchildren and friends. She has been a dedicated volunteer for over 20 years in local organizations. Her hobbies include enjoying Colorado’s outdoors and traveling.