How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Seth Baliban

Senior Vice President–Wealth Management

Financial Advisor

Seth grew up in Philadelphia where his family ran a small business for three generations. He worked there from childhood through high school, and many of his deepest convictions about work ethic and client service are rooted in the lessons he learned while working alongside his family. During his 26 years in the investment business, Seth has worked with his clients to define and plan for their financial goals. He personally designs and supervises portfolios for approximately 50 clients, many of whom span multiple generations of families including several 2, 3, and even a 4-generation family.

As Portfolio Manager, Seth stresses the importance of a long-term perspective. Successful investments often take time to mature, and then may provide rewards for years or even decades.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • IL
  • IN
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA

Credentials

  • Senior Portfolio Manager
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
  • (502) 420-7626

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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