Our Service

• Integrated Financial Advice

• Comprehensive Planning

• Portfolio Management

• Socially Responsible Investing

• Philanthropic Advising

Balanced Rock works with clients in two ways: financial planning engagements and ongoing wealth management which includes discretionary portfolio management and financial planning services.

As a fee-only investment advisor, we are only paid by our clients. We earn no commissions, referral fees, or other kickbacks that create conflicts of interest. We also work under the fiduciary standard at all times. This means we are legally required to act in the best interests of our clients.