Balefire Wealth Welcomes David Serposs, AIF®, as Senior Corporate Solutions Advisor

Accomplished advisor joins rapidly growing SEC-registered investment advisory firm, expanding Balefire Wealth's Corporate Solutions capabilities.

DALLAS--(BUSINESS WIRE)--Balefire Wealth today announced that David Serposs, AIF®, has joined the firm as Senior Corporate Solutions Advisor.

Serposs brings more than 15 years of experience serving employers, retirement plan sponsors, and nonprofit organizations. His background includes leadership roles with Principal Financial Group and Securian Financial, where he advised organizations on retirement plans, fiduciary responsibilities, employee benefits, and participant outcomes.

In his role at Balefire, Serposs will work with business owners, employers, and institutions to support retirement plan strategy, fiduciary oversight, and workplace financial wellness initiatives as part of the firm's growing Corporate Solutions team.

“Organizations today are looking for trusted advisors who can help them navigate increasingly complex decisions while keeping the needs of both the business and its employees at the center,” said Serposs. “Balefire's collaborative culture, growth trajectory, and commitment to serving clients through an integrated approach made this an exciting opportunity. I'm looking forward to helping employers strengthen their organizations and support the people they serve.”

The addition of Serposs reflects Balefire's continued investment in its Corporate Solutions platform and its broader strategy of attracting accomplished professionals who share the firm's commitment to client service, collaboration, and long-term relationships.

“David's experience, fiduciary expertise, and commitment to helping organizations succeed make him an outstanding addition to our team,” said Jacinta Thompson, AIF®, CPFA®, Executive Director of Corporate Solutions at Balefire Wealth. “As more employers seek guidance beyond traditional retirement plan consulting, David strengthens our ability to deliver the strategic support and specialized expertise our clients expect.”

With professionals serving clients across the country, Balefire continues to expand its capabilities while remaining focused on delivering coordinated advice and specialized solutions for individuals, families, businesses, and institutions.

About Balefire Wealth

Balefire is a planning-led SEC Registered Investment Adviser offering integrated wealth management, tax strategy, estate planning, and corporate solutions across the United States. Built on culture, stewardship, and the belief that getting better and getting bigger are not mutually exclusive. Learn more at balefirewealth.com

Important information about the qualifications and business practices of Balefire, LLC that should be considered before becoming a client of Balefire or one of its programs is available in its Form ADV Part 2A substitute Disclosure Brochure which is available at BalefireWealth.com, by calling [phone], or by emailing [e-mail]. Additional information about Balefire, its officers, directors, and advisors is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching CRD#168733.