Our Team & Association

Michael Balakirsky, MBA is a Principal with Sophos Financial with offices in Columbia MDarea. We are happy to assist clients in the Greater Washington DC with Financial Planning and Asset Management.

 
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Michael Balakirsky, MBA

LPL Financial Advisor
Wealth Manager
 

 
ASSOCIATIONS

Through my affiliation with Private Advisor Group, I’m connected to an amazing community of financial leaders. I’m pleased to share that we are listed among Barron’s Top-10 RIA Firms. 

Through my affiliation with Private Advisor Group, our firm has access to industry-leading services and resources, to enhance my services to you, inspire growth, fiduciary adherence, and help me stay connected with a nationwide community of peers in the financial profession.

Private Advisor Group has been recognized by Barron’s as one of the top 10 registered investment advisory (RIA) firms1 on the publication’s listing of “2024 Top 100 RIA Firms.”

With Private Advisor Group, I have access to:

  • Sophisticated tools to help in planning, researching, documenting progress, and applying changes and updates to help you navigate your financial journey
  • An extensive team of compliance professionals to ensure adherence to fiduciary obligations 
  • Leading technology providers that offer financial planning software, market insights, practice management support, and tools to help my practice run smoothly while serving you efficiently 
  • Practice consulting and growth programs to deliver a greater variety of innovative services
  • Practice protection, business continuity, and succession solutions for uninterrupted service

 

 

 
 

1Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron's ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.