Fee-only advice
Clients pay directly; the firm does not sell financial products.
Balanced Rock Investment Advisors
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About Balanced Rock Investment Advisors
A fee-only financial advisory firm. Balanced Rock Investment Advisors offers financial planning and wealth management, with advice tailored to each client's goals, values, and risk orientation. Its fiduciary-only model means clients pay the firm directly, and it does not sell financial products or earn commissions. Financial planning includes a comprehensive plan and is available to clients with portfolios below $300,000. Wealth management includes ongoing financial planning for clients with portfolios above $300,000. The firm also develops customized portfolios using Environmental, Social, and Governance research. Its Values+Value strategy and DIAL-In program offer approaches to impact investing, including direct, alternative, and local investments. Balanced Rock began serving the Roslindale neighborhood of Boston in 2011 and serves the greater Boston community.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial planning
Comprehensive plans tailored to goals, values, and risk orientation.
Values-based investing
Customized portfolios use ESG research and impact investing approaches
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