Balanced Rock Investment Advisors is a Boston-based financial advisory firm that simplifies the complex world of personal finance and responsible investing, making it accessible and affordable for everyone. With a focus on financial planning, client values, and lowering fees, they prioritize the interests of their clients over selling financial products.
As a Fee-Only and Fiduciary-Only advisor, Balanced Rock doesn't sell any financial products and is directly paid by their clients. They offer comprehensive financial planning services at an hourly rate, as well as wealth management services with unlimited financial planning for clients with larger portfolios. Their process involves building a personalized portfolio based on clients' goals, values, and risk tolerance.
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