The world of personal finance and responsible investing is complex. We make it simple, affordable, and accessible.
Balanced Rock Investment Advisors
Forethought, Fairness, and Respect
What happened when we decided to focus on financial planning, our clients’ values, and lowering fees instead of expensive suits, fancy offices, and commissions?
Values+Value ®
Values-Based Investing for Everyone
Shift your investment toward better behaving companies with Environmental, Social and Governance (ESG) research. Finance communities and a regenerative future with local and global impact investing.
Our Service
We Don’t Sell, We Advise
As a Fee-Only and Fiduciary-Only financial advisor, Balanced Rock doesn't sell any financial products. Instead, we’re paid directly by you, our client. Because of this, our interests are aligned with yours.
Financial Planning
Includes comprehensive financial plan. Minimum engagement is 5 hours. Offered to clients with portfolios less than $300,000.
$250
per hour
Wealth Management
Includes unlimited financial planning with $2,550 minimum annual fee. Offered to clients with portfolios more than $300,000.
0.85%
of AUM Per Year up to $2M, and 0.65% on assets over $2M
Our Process
A Path for You
We build a relationship that fits your needs. We work to understand your goals, your values, and your orientation towards risk so we can build a portfolio designed specifically for you.
Subscribe
Balanced Rock Newsletter
You'll get financial and market updates and actionable info straight to your inbox!
We never spam. You can unsubscribe anytime.