Balanced
Rock
Investment
Advisors
Our Service
Integrated Financial Advice
Balanced Rock provides and coordinates a wide range of financial planning and investment management services. Our advice may include recommendations about liability management, insurance, estate planning, philanthropy, and tax planning. We can help you design and implement every aspect of the plan by coordinating with other professionals. And we enjoy finding ways to incorporate our clients’ values into their plans and portfolios.
Comprehensive
We put together a comprehensive financial plan for you including insurance, estate planning and tax planning; and help you implement every aspect of it.
Personalized
We build and manage diversified portfolios, rather than passing your money along to other expensive managers, so we provide a more personalized portfolio at a cost below that of many mutual fund expense ratios.
Low-cost
Not only do we price our services to be a great value, we also utilize low-cost investments such as index funds and individual securities when appropriate.
Values-based investing
You live your values, now you can invest with them. We offer you the option to customize your investments to honor your values.
Tax-efficient
Every dollar saved on taxes is a dollar earned, and we build and manage tax-efficient portfolios by using tax location optimization, tax loss harvesting, and by helping clients utilize tax-advantaged accounts.
Fee-only and fiduciary
We don’t sell any financial products and are only paid by our clients. We are not affiliated with or selling anything on behalf of anyone. We only work for you, and always put your interests first.
Flattening the System™
We think the integrity of your investment advice should be independent of your net worth, and that everyone should have access to reasonably priced financial advice and management. In order to accomplish this, we needed to break away from the established system and build a more efficient way to connect individuals with the advice, investments and financial products they need to secure their futures.
