Balanced
Rock
Investment
Advisors

Our Service

Comprehensive Planning

Balanced Rock provides comprehensive financial planning using a goals-based approach and helps clients make financial decisions by building and comparing possible scenarios. First, we’ll help you define your resources and goals. Then we’ll tell you what, where, and how to save, give, and invest. This service is included at no additional cost with our wealth management service.

$250

Per Hour

Financial Planning

Includes a comprehensive financial plan. Minimum engagement is 5 hours.

Offered to clients with portfolios less than $300,000.

Get Started

BELOW: Lewis Hine, John Sousa and family, New Bedford, Massachusetts, 1912. Library of Congress.