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Home
Services
Services Overview
Values+Value – Values-Based Investing
Environmental, Social and Governance (ESG) Investing
DIAL-In Strategy – Impact Investing
Wealth Management
Our Wealth Management Process
Financial Planning & Consulting
Retirement Plan Consulting
Our Fees
Firm Brochure – Form ADV Part 2
About
Our Team
Letter From Our Founder
Why A Fee-Only Advisor?
Our Fiduciary Duty
Chartered Financial Analyst Designation
How We Invest
Our Investment Process
Partners in Success
Resources
Client Resources
Statement of Investor Rights
Disclosures
Privacy Policy
Community
Sustainable Community Involvement
Events
Boston Local Food Festival
Central Square Farmers Market
West Roxbury Farmers Market
Davis Square Farmers Market
Egleston Farmers Market
Roslindale Village Farmers Market
Sustainable Living Festival
Wellesley Farmers Market
Blog
Connect
Event Tag:
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Daniel M. Flannery, CFA
Phone: 617-971-8323
Fax: 617-934-2540
dan@balancedrockia.com
252 Roslindale Avenue Roslindale, MA 02131
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