We help families and businesses create, preserve, and transfer their wealth.
We’re top ranked by Forbes
We are proud to celebrate our recognition on Forbes Best-In-State Top Financial Security Professional. Billy Cooper has been recognized with this honor in 2024. Many thanks to our hardworking team, amazing clients and our partnership with Northwestern Mutual. This would not have been possible without each of you.
Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Our Mission
We help families and businesses create, preserve, and transfer their wealth. Daily, with great focus, we attract and passionately help people turn financial uncertainty into accomplishment so they can live in freedom.
Our Name
We chose the name Black Balsam Wealth Advisors because we believe the hike at Black Balsam Knob is often reflective of our client’s financial lives. At Black Balsam Knob, the short hike from the trailhead takes you through a Balsam Fir forest and the 360° view from the peak is breathtaking. Similarly, we know that financial planning is a journey, and we appreciate that parallel.
We chose to include the word wealth because it comes from the old English word “weal” which means well-being and the suffix “-th” which describes a condition. We want to enable our clients to achieve a state of well-being that extends beyond their balance sheet. And we believe this is possible by working alongside clients, listening, and advising appropriately. Our goal is to remove client stress and worry enabling them to spend life living.
