Value investing for Israelis in the US

has been active in the financial sector for over 20 years. He began his career in the family business, an insurance agency in Jerusalem founded by his father in 1976.

Gilad begined out as a pension insurance agent, assisting families build their wealth in preparation for retirement.

later than successfully growing the family business, he realized his desire to expand and offer families more comprehensive financial planning services.

In 2019, he founded Balance – Planning a Better Financial Future, a company dedicated to assisting Israeli families plan their financial futures more effectively.

Gilad’s preferred investment philosophy is value investing. Since 2023, he has been co-hosting the popular Hebrew-language podcast Investing with Value alongside his colleague Yoav Zelikovich.

In 2025, Gilad decided to expand his business activities once again—this time to the U.S.—in order to provide his clients with investment advisory services in the American market. To that end, he established Balance Wealth Management, which specializes in U.S. investment advisory services.

He doubled the size of the family business.
He founded Balance – Planning a Better Financial Future, which currently advises on approximately $200 million in assets.
He created the podcast Investing with Value, which reaches tens of thousands of listeners.
He was a co-founder of the Epoch magazine in Israel and served as its CEO from 2010 to 2014.
He was recognized as an outstanding soldier in the Israel Defense Forces.

In his role as CEO of Epoch magazine, Gilad faced a challenging market impacted by the rise of the internet and a shift toward free content models. Despite this, he successfully led a transformation that resulted in a high-quality publication, attracting a substantial subscriber base and establishing the magazine’s strong market position.

Similarly, when founding Balance, he succeeded in building a reputable company that provides financial planning and wealth management services to numerous families.

He holds a bachelor’s degree in Insurance from the Netanya Academic College and is a Certified Financial Planner (CFP), certified by the FPSB.

He is the CEO of the Balance Group, which includes Balance – Planning a Better Financial Future and Balance Wealth Management.

Our mission is to assist Israeli families invest in the U.S. according to the principles of value investing and grow their wealth across generations.

We believe our primary role is to preserve wealth, avoid risks, and find sustainable ways to maintain and grow it across generations.