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Balanced Rock Investment Advisors

Balanced Rock provides fee-only (we don't sell any financial products) financial planning and investment management to people and organizations of all kinds. We always offer free introductory consultations.

Balanced Rock Investment Advisors is a truly independent and locally owned financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. We’re proud to support our community with both our services and our Sustainable Community Involvement. Balanced Rock does not sell any financial products, focusing instead on transparent and high quality advice. We always act as a fiduciary for our clients, with the highest ethical standards in the industry. Our customized low-cost and tax-efficient investment strategies can incorporate values-based selection criteria including environmental, social and governance (ESG) factors. There are no account minimums.