Matt is CEO, Partner, and a Senior Financial Advisor for Balanced Wealth Group. He grew up watching his grandfather and his father work closely with clients in the financial planning field. The personal relationships, the flexibility to control their schedules and lead teams, and the difference they made in people’s lives drew him right into this business.
Matt has been helping clients for over 22 years and has worked diligently to help other aspiring advisors grow and learn how to do the right thing, empower action, and help their clients to make confident financial decisions. Matt has the Equity Compensation Associate designation and specializes in helping professionals and executives manage their benefit plans and transition into retirement.
Matt grew up in North Canton, left for Ohio University, and then moved to the Cleveland area, where he met Katie. Matt and Katie now reside in Avon, along with their children Vivian and Ethan. They attend Holy Trinity Catholic Church, where Matt also teaches PSR classes. He is also involved with Junior Achievement of Greater Cleveland and the Ohio University Finance Advisory Council to the College of Business. Matt balances his work with his family and his own passions for paddleboarding, boating, fishing, and organized races and triathlons.
Josh Harrell is a partner and Financial Advisor for Balanced Wealth Group. He has been a Financial Planner since 2011 and is committed to empowering his clients and team to make positive changes in their lives and communities.
He specifically focuses on bringing balance and financial wellness to his clients and their family’s lives. Josh currently holds his CFP®, CRPC®, ECA, 66, and his bachelor’s degree from the College of Wooster.
Josh serves on the Finance Committee at City Church, coaches youth sports with Near West Recreation League in Cleveland, volunteers with Junior Achievement, and is an active member of the South of Lorain Block Club. In his free time, he likes spending time with his wife and son. He is also an avid runner and foosball enthusiast and considers himself a pizza connoisseur in Ohio City.
Matt is a partner and Financial Advisor for Balanced specializing in working with mid to high-level managers and executives who have complex equity compensation benefits. After graduating from Ohio State, Matt has spent his entire career with Balanced Wealth Group as a Financial Advisor.
Matt’s mission is to help people live in balance both financially and personally, helping ensure they get what they want out of life.
Beyond the work of helping clients, Matt also sits on the associate board as the Volunteer Coordinator with The City Mission here in Cleveland. He loves spending time and traveling with his wife Kayla, friends, and family. Matt is a die-hard Ohio State and Cleveland sports fan and a golf enthusiast. He loves to try all of the food in his city, so if you ever need a restaurant in the Cleveland area, Matt is your person!
Roger is a Senior Financial Advisor with Balanced Wealth Group. He has been helping clients in financial services for over 21 years and holds his CRPC designation. Roger enjoys helping and encouraging others to witness their personal and financial growth.
He is a certified expert in Social Security retirement benefits and specializes in retirement income and tax planning strategies, as well as family finances.
In his spare time, Roger enjoys attending the House of Praise Church in Lorain, where he has been a member since 1983. He also enjoys jogging, biking, fishing, hunting, and being in nature.
As a paraplanner at Balanced Wealth Group, Blake brings a strong foundation in Accounting and Finance backed by a Bachelor’s Degree in Accounting and Business Pre-Law from Ohio University. Blake also holds his CRPC designation.
Prior to joining the team, Blake spent eight years at the Department of Defense, where he gained extensive experience in accounting and financial operations.
In his free time, Blake enjoys spending time on the golf course where a love of the game mirrors a commitment to focus, patience and continuous improvement. When he is not golfing, he loves attending country music concerts, traveling and trying new restaurants.
Adriel Hayes is a Paraplanner at Balanced Wealth Group. He has an accounting background and has been working in the industry since 2021, after earning a business degree in Finance and Business Management from Kent State University.
Outside of work, Adriel enjoys listening to music, working out, watching sports, and spending time with family and friends. He is also actively involved in his church, Reach City Church in Cleveland, Ohio, where he contributes to serving his community.
Adriel values personal growth, meaningful relationships, and maintaining a balanced lifestyle.
Samantha Ogden is a Paraplanner at Balanced Wealth Group in the Westlake office. She is a graduate of the University of Toledo where she pursued a degree in Finance and Political Science. Samantha brings a background in IT services, having worked primarily in K–12 educational settings.
Samantha is actively involved in her sorority Alpha Xi Delta. She also participates in several service organizations, reflecting her strong commitment to giving back to the community. In her free time, Samantha enjoys shopping, spending time with family and friends, and doing outdoor activities such as boating, fishing, and going on walks. She also has a passion for painting and crafting. Some of her values include a commitment to growth and knowledge, service to others, and ambition.
Nathan is a senior Financial Planning student at The Ohio State University and is pursuing his degree through the College of Education and Human Ecology. He also serves as a Scarlet and Gray Financial Coach in the Student Wellness Center, where he helps students build confidence in basic personal finance and budgeting.
Nathan is also planning on obtaining the Series 65 and CFP licenses in the future.
Outside of academics and coaching, Nathan enjoys staying active by going to the gym and playing golf whenever he can. He also values spending time with his brothers and friends, and in his downtime, he enjoys watching movies and traveling.
Connor is a Paraplanning Intern at Balanced Wealth Group. He is currently attending The Ohio State University, studying Finance and Business Analytics. Connor’s passion for financial planning began at an early age through his love for connecting with people, learning from others, and helping individuals feel more confident in their lives.
Connor brings an analytical mindset, strong communication skills, and a collaborative approach to problem-solving as he continues to grow within the financial services industry.
Outside of work and academics, Connor is involved in Buckeye Private Equity and Venture Capital, the Business Builders Cohort, the University Honors Program, intramural soccer, and Chess Club at Ohio State. In his free time, he enjoys weightlifting, boxing, running, swimming, and traveling to new places to experience different cultures and communities. Connor is also a huge fan of Buffalo Wild Wings and is always excited to try their newest wing flavors and menu items. He is also an avid Rubik’s Cube enthusiast and enjoys continuously challenging himself both personally and professionally.
Jordyn Ruppelli is a Paraplanner at Balanced Wealth Group, where she supports the advisory team. Prior to joining the team, Jordyn gained experience in claims, where she built a strong foundation in client service, attention to detail, and problem-solving. She takes pride in being dependable, organized, and someone who follows through.
Jordyn is a graduate of Bowling Green State University, where she earned a degree in Insurance and Risk Management. Outside of work, she enjoys boating on Lake Erie, traveling, and spending time with family and friends. Jordyn is also an enthusiastic supporter of Ohio sports teams.
Michelle is our Chief Operations Officer at Balanced Wealth Group. She has been degreed in and dedicated to the financial services industry since 1994, with experience in financial planning, client experience, relationship marketing, risk management operations, leadership, staff training, development, thought leadership, and business planning.
Michelle also focuses on the women’s market space, specifically around women executives, divorce, and widows.
Michelle is dedicated to the client experience through value-based discussion, financial education, and the importance of financial freedom, balance, and how those align with the client’s personal values.
Michelle is a graduate of the University of Kentucky, College of Business. She is currently the Trustee of Finance at Put-In-Bay Yacht Club (PIBYC) and has been part of the growth and financial wellness of the club over the last four years. In her personal time, you can find her out on the water with her husband and daughter or attending her daughter’s sporting events. Michelle currently holds her CRPC™ insurance license (OH), Uniform Investment Advisor (Series 65), and Financial Wellness Certification.
Angie is an Executive Office Manager and has been an integral part of the Balanced Wealth Group client experience since 2007. She holds a bachelor’s degree in elementary education from Millersville University in Pennsylvania and taught 5th grade prior to joining our team.
Angie is an avid runner and enjoys cooking, planning events, boating, and spending time with her family and friends.
Jontell is a Client Concierge for our Westlake office. She joined the team with a strong background in photography and Client Success Management, having worked extensively within the wedding industry as a photographer. She’s passionate about creating exceptional client experiences!
Jontell is a graduate of the University of Virginia. In her personal time, Jontell enjoys photography, reading fiction novels, baking new recipes, and trying new coffee shops in Cleveland.
Shelley is a Client Concierge in our Westlake and Sandusky offices. She has supported professionals in the financial services industry since 2010 and has been a Client Advocate with Balanced Wealth Group since 2020.
Shelley and her family have also been entrepreneurs and had their own photofinishing lab from 1999-2019. In her spare time, Shelley likes spending time with her family, reading, and getting out on the motorcycle.
As a fiduciary, our recommendations are non-proprietary, unbiased, and motivated purely by a desire to help you reach your goals and live a full, balanced life.
We help you create a plan and take action toward positive change and healthy, balanced habits. We take a proactive vs. reactive approach to help you create a plan that alleviates your worries about the future.
Life is meant to be lived freely and joyfully, and we value time to rest, be with family, travel, experience new things, and make memories.
Your problems are our problems, and we work diligently to find solutions that fit your needs while advocating for you and your goals.
We practice what we preach! We manage our own finances and personal and professional lives in the same ways we encourage clients to do so.
We believe in living generously through sharing knowledge, offering resources, and finding ways to enrich our community.
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Balanced Wealth Group was founded by Matt Daugherty, Josh Harrell, and Matt Gottshall — but the roots go back further than the firm itself. Matt's grandfather, Harold "Doc", spent his career in financial services with a simple conviction: that hard work done with purpose is its own reward. Matt's father, Michael, carried that forward as an advisor in his own right by building client relationships on the belief that doing right by people isn't situational. It's just who you are.
Those two men shaped how Matt thinks about this work and ultimately – they shaped Balanced Wealth Group as a firm. Josh and the two Matts spent years inside the traditional broker-dealer world. What they saw gave them pause – a structure that, however well intentioned, put advisors and clients on opposite sides of the table. So they made a huge leap and left that world behind to build an independent RIA from the ground up. A firm where the only agenda in the room belongs to the client.
The six principles that guide how we work didn't come from a conference room. They grew out of the faith-based values that shaped Matt, Matt, and Josh long before they were advisors. Those values echo the same things Harold preached and Michael lived: show up with integrity, invest in people, and never lose sight of what actually matters.
That's the foundation we were built on. It's the one we practice every single day.
You’ve worked hard to get to this point, so lets make sure your financial life reflects that. Whether you are looking for clarity around your equity compensation, got hit with a tax bill you didn’t see coming, or simply making sure you are doing everything you should be, let’s start with a conversation. Tell us a bit about you, where you stand, why you’re reaching out now, and what is keeping you up at night.
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