Business Information
Balanced Rock Investment Advisors is a truly independent and locally owned financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. We're proud to support our community with both our services and our Sustainable Community Involvement. Balanced Rock does not sell any financial products, focusing instead on transparent and high-quality advice. We always act as a fiduciary for our clients, with the highest ethical standards in the industry. Our customized low-cost and tax-efficient investment strategies can incorporate values-based selection criteria including environmental, social and governance (ESG) factors. There are no account minimums and we always offer free introductory consultations.

Opening Times
Mon 09:00 AM-5:00 PM
Tue 09:00 AM-5:00 PM
Wed 09:00 AM-5:00 PM
Thu 09:00 AM-5:00 PM
Fri 09:00 AM-5:00 PM
Sat
Sun

Payment Methods Accepted
American Express,Cash,Visa,Mastercard

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