Today we’d like to introduce you to Corey Noyes.
Hi Corey, so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you got to where you are today?
I didn’t start out with a master plan to build a business. Early in my career, I worked in more traditional financial roles and quickly realized that most people don’t struggle because they aren’t smart or motivated. They struggle because the decisions in front of them feel fragmented and unclear. The focus was often on products, performance, or short-term results, while the bigger picture was treated as an afterthought.
Over time, I became especially interested in how taxes, investing, and life decisions intersect. I saw a lot of situations where people were doing “the right things” in isolation, but those decisions weren’t working together. That disconnect stuck with me and eventually became frustrating enough that I knew I wanted to work differently. I wanted to spend more time understanding context and less time reacting to surface-level problems.
That realization ultimately pushed me to go independent and start Balanced Capital. Around the same time, my family and I put down roots in Heber City, which had a big influence on how I think about work and community. Living here reinforced the idea that I wanted my work to feel personal, practical, and grounded. I wasn’t interested in building something flashy or fast growing. I wanted to build something thoughtful and durable.
Looking back, the path wasn’t linear. It was shaped by curiosity, trial and error, and a steady pull toward doing work that feels genuinely useful. That’s still what guides how I work today.
I’m sure it wasn’t obstacle-free, but would you say the journey has been fairly smooth so far?
It definitely hasn’t been a smooth road. Going independent comes with a lot of uncertainty, especially early on. When you run a small business, you’re responsible for everything, not just the work you enjoy. There were periods where progress felt slow, and it wasn’t always clear whether patience was the right move or if I should be pushing harder.
One of the bigger challenges was learning to get comfortable with that uncertainty. There’s no clear scoreboard early on, and a lot of the work happens quietly. You don’t always get immediate feedback that you’re heading in the right direction, which can be mentally taxing. I had to learn to trust the process and focus on building something sustainable rather than chasing quick validation.
Another challenge was saying no. There were opportunities that looked good on paper but didn’t align with how I wanted to work or the kind of clients I wanted to serve. Turning those down wasn’t easy, especially when growth felt uncertain. Over time, though, those decisions helped clarify what the business stood for and what it didn’t.
Those struggles forced me to get clear about my priorities and my values. They slowed me down in a good way and ultimately shaped the business into something that feels more intentional and aligned.
As you know, we’re big fans of Balanced Capital. For our readers who might not be as familiar what can you tell them about the brand?
Balanced Capital is a small, independent financial planning firm based in Heber City. I work primarily with individuals and families who want a clear, coordinated approach to their finances rather than just investment management. The work centers on bringing together investing, tax planning, and long-term decision making so that people can see how today’s choices affect their future.
A lot of my clients are navigating transitions. That might mean approaching retirement, changing careers, selling a business, or simply wanting a second opinion on plans they’ve had in place for years. My role is less about chasing performance and more about helping people make informed decisions with confidence and context.
What sets the firm apart is the emphasis on integration and simplicity. Taxes, investments, and planning are not treated as separate conversations. Everything is looked at together, because in real life, those pieces are connected whether we acknowledge it or not. I spend a lot of time helping clients understand tradeoffs and timing, not just numbers.
Brand wise, I’m most proud of the fact that the business has grown quietly and intentionally. It’s built on trust, long-term relationships, and clear communication rather than constant activity or complexity. I want readers to know that Balanced Capital is designed to be approachable and practical. The goal isn’t to impress people with jargon, but to help them feel informed, confident, and comfortable with the decisions they’re making.
Do you have any advice for those looking to network or find a mentor?
I’ve found that the most valuable mentors usually don’t come from formally asking someone to “be a mentor.” They tend to develop naturally through curiosity, consistency, and respect for someone else’s time. Early on, I focused on reaching out to people whose work I genuinely admired and asking specific, thoughtful questions rather than broad or open ended ones. That made the conversations more meaningful and easier to sustain.
Some of the best guidance I’ve received came from short, informal interactions. A lunch here, a follow up email there, or a quick conversation after a meeting. Those small touchpoints added up over time and often turned into ongoing relationships without ever being labeled as mentorships. I’ve also learned that being prepared matters. When you show up having done your homework and knowing what you want to learn, people are much more willing to invest their time.
When it comes to networking, what’s worked best for me is taking the long view. I’ve tried to focus on building relationships instead of chasing immediate outcomes. Staying involved locally, showing up consistently, and being helpful without expecting anything in return has led to the strongest connections. Most of the opportunities that have mattered to me didn’t come from one big introduction, but from relationships that developed slowly and organically.
Networking feels much more sustainable when it’s grounded in shared interests and real connection rather than transactions. When the goal is simply to understand people and be useful where you can, the rest tends to take care of itself.
Contact Info:
- Website: https://balanced-capital.com/
- LinkedIn: https://www.linkedin.com/in/coreynoyes/
