Balefire

Balefire is an SEC-registered investment adviser and comprehensive wealth management firm established in 2025 through the merger of VisionPoint Advisory Group and Navitas Wealth Advisors. The firm offers a range of services, including asset management, financial planning, and wealth management, catering to individuals and high-net-worth clients. Balefire is active in private equity, private real estate, and private debt, managing assets exceeding $3.7 billion as of January 1, 2025.

The firm's investment strategy focuses on providing integrated financial and business advisory solutions to affluent individuals, families, and businesses. Balefire's services encompass investment management, strategic tax planning, estate and retirement planning, business advice, risk management, philanthropic planning, and corporate financial solutions. The firm operates with a fiduciary duty, ensuring loyalty, fairness, and good faith towards its clients.

Balefire's leadership team comprises Co-Managing Partners Jason Hester, the former CEO of Navitas, and John Hoffman, the former CEO of VisionPoint. The firm aims to expand its annual revenue to $215 million, grow assets under advisement to $42 billion, and scale its team to 300 professionals over the next decade. Balefire's vision includes mergers and acquisitions, organic growth, and a focus on providing an incomparable client experience to achieve these goals.