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