Who We Are

The Balanced Rock family includes clients from every walk and stage of life. People just getting started saving, multimillionaire entrepreneurs, and inheritors. From corporate CEO’s to socialists and anti-capitalists. Teachers, doctors, tech analysts, community organizers, retirees. Boston-based and scattered across the country. 20’s to 90’s. Although our clients mostly don’t know each other and that makes for an odd family, our team considers each of our clients one of our own.