To effectively support clients’ financial needs, BFS has an impressive team that is well versed in tax advisory, financial management, investments, forecasting, business consulting, human capital, payroll, and exceptional customer service. BFS has also cultivated partnerships with like-missioned professionals to collaborate on client matters and provide continuous service.

About Us

Balanced Financial Solutions (BFS) was established as a result of the rebranding of John Wall & Associates (JWA) in January 2017. The core objective of the rebrand, led by Principal Accountant Brandon Clark, was to convey the firm’s enhanced competencies and to reflect a refreshed vision and direction for the firm.

BFS builds on JWA’s principle service of tax planning and preparation by integrating complementary services to offer clients a comprehensive financial solution. BFS draws upon Brandon’s years of public accounting experience performing financial statement audits and accounting consulting services to offer business clients a full range of accounting services. BFS offers a unique perspective that combines tax advisory alongside the asset management and financial planning expertise of The Bump Financial Group.

BFS Team

Brandon Clark, CPA

Principal Accountant

Brandon Clark is the founder of BFS.  He serves as the firm’s Principal Accountant managing all engagements and the day-to-day operations of the firm. He began working as an accountant in public practice in 2008. Brandon has worked for a Big Four multinational accounting firm, a regional accounting firm, and most recently, for BFS’ predecessor firm – John Wall & Associates. His experience includes performing financial statement audits for publicly traded and private companies, providing accounting advisory services, tax preparation and advisory, and financial accounting services.

Brandon received a dual Bachelor’s degree in Economics and Sociology/Anthropology from St. Mary’s College of Maryland in 2004, a Master’s in Business Administration from Howard University in 2008, and became a Certified Public Accountant (CPA) in 2010. He holds CPA licenses in Virginia and Washington, DC.

The Washington, DC native enjoys yoga and running, loves to travel and being outdoors.

John Wall

John J. Wall, CPA

Senior Advisor

John Wall serves as Senior Associate Accountant providing counsel on complex tax issues and as a consultant on business consulting engagements John is a Certified Public Accountant (CPA) and has been in public practice for over 25 years. He has owned and managed accounting firms for over 20 years including the BFS’ predecessor firm John Wall & Associates (JWA). Prior to starting JWA, he was a partner at Martin & Wall, PC in Washington, DC for 12 years. John has a wealth of experience with tax preparation and advisory, and providing Chief Financial Officer and other financial accounting services to businesses.

John received his Bachelor’s degree in Accounting from Western New England College in 1988 and became a CPA in 1991.

Aaron

Aaron Goldmann

Accountant

Aaron Goldmann joined BFS in the fall of 2016. He works closely with the firm’s leadership and client base on tax, financial accounting, and consulting services. He began working as a public accountant in 2005 with a regional Certified Public Accountant (CPA) firm in Richmond, VA. Aaron has worked in public accounting, performing reviews and compilations of financial statements and tax return preparation for small businesses and individuals. He has over seven years of experience in corporate and government accounting for Richmond businesses and Virginia state government agencies. He also operated his own specialty bakery business for four years and has a first-hand understanding of the many challenges associated with business ownership and operations.

The Richmond, Virginia native holds a Post-baccalaureate certificate in Accounting from Virginia Commonwealth University and a Bachelor of Arts degree in the Studio Arts and Art History from the University of Richmond. He is currently an aspiring CPA and is studying for the CPA exam. In his spare time, he enjoys running, baking, international cuisine, and traveling to new locations.

Gloria

Gloria Clark

Administrative Assistant

Gloria Clark joined BFS in the first quarter of 2016. She serves as the Administrative Assistant, supporting the office with various clerical tasks to meet operational and client needs (especially during the busy tax season). Prior to joining BFS, Gloria had a career spanning over 38 years in public service program administration. She served families in DC through a variety of positions within the District of Columbia Department of Health and Human Services. This included work in maternal and child nutrition, medical and financial assistance programs, overseeing the determination of eligibility and delivery of food and health benefits for residents citywide. While she is no stranger to procurement, budget management and audits, she is enthusiastic about learning the consulting and client support components of financial management.

The Washington, DC native has two adult sons, and a grandson. When she’s not working with BFS she enjoys shopping, gardening, and spending time with her close extended family.

BFS Partners

BFG

Bump Financial Group

A private wealth advisory practice of Ameriprise Financial

The Bump Financial Group (BFG) provides financial planning and investment management services. BFS partners with BFG to provide mutual clients with the tax advisory portion of a comprehensive financial planning engagement. Because BFS takes a long-term view with tax planning and knows that the most effective strategies to reduce client taxes require coordination with client investment plans and advisors, we selected BFG, a like-minded firm to partner with to provide these services.