Schedule a Meeting
Current and returning clients, please scroll down and schedule directly with your advisor (or our other staff) below. If you prefer to meet in person, please add a note to the appointment, and we will do our best to accommodate you.
If you are new to Balanced Rock and would like to learn more, please scroll down and sign up for a free introductory meeting.
Office Locations:
Main office and mailing address:
Satellite office /meeting space:
“In this sense, the value of a unit of currency is not the measure of the value of an object, but the measure of one’s trust in other human beings.”