A Letter From Our Founder – Dan Letter from Our Founder

Welcome, and thank you for visiting Balanced Rock
Investment Advisors. I started this company because of my lifelong passion for investing, and the great sense of satisfaction and enjoyment I feel helping people achieve peace of mind with their financial situation through financial planning, investment management and education.

I also saw a need for personalized, transparent, unbiased, and expert advice on investing and financial planning. In these uncertain, volatile and rapidly changing times, it has never made more sense to seek professional advice in planning your financial future, but it is imperative that the advice you take is for your benefit, rather than your advisor’s.

Too often, clients of brokers or financial advisors are unclear about the true nature of their relationship with the person they’ve trusted to help them, including how and how much that person is compensated. I believe your advisor should be working for you rather than selling investments and insurance to you, and should only have your best interest in mind. If you’ve ever had the feeling that your advisor isn’t on your side, or has different priorities than you do, you may very well be right.

That’s why I’ve built an investment and financial advisory business that doesn’t sell any products other than our advice, and makes sure you always know how much you’re paying us, and what you’re getting in return. We’re only successful when you’re satisfied, so we consider our clients our partners in success.

As a fee-only advisor, we are only compensated by you, our client, so our only interest is in doing the right thing for you. And as a Registered Investment Advisor, we owe all our clients a fiduciary duty to act in their best interest, rather than our own.

I’ve made some unconventional choices in starting Balanced Rock, all with the goal of providing our clients the highest level of service at a reasonable price. Rather than hire expensive administrative staff, I’ve outsourced many labor intensive tasks and utilized technology solutions to free up my time to personally work with clients and manage their portfolios. This savings allows me to invest in institutional quality portfolio management and research tools which benefit our clients.

There is never a charge to speak to us about our services. Please contact me to find out more and to see if we’d be a good fit for you. Follow us on twitter or Facebook or sign up for The Balanced Rock Report to get our latest thoughts  on investing and financial planning, and for updates about Balanced Rock Investment Advisors.

Dan Flannery