Financial Advisors
Boston, MA
Balanced Rock Investment Advisors is a fee-only, fiduciary financial advisory firm based in Boston that specializes in comprehensive financial planning and values-based investing. Founded on the principles of transparency and alignment with client interests, they offer hourly financial planning services starting at $250/hour for clients with portfolios under $300,000, and wealth management with unlimited planning for larger portfolios. Their Values+Value® approach integrates Environmental, Social and Governance (ESG) research to help clients invest in companies that align with their values while pursuing impact investing opportunities.
Ideal for: Values-conscious investors, ESG-focused clients, individuals seeking transparent fee-only advice, emerging investors with portfolios under $300,000, high-net-worth individuals seeking impact investing strategies
Service area: Boston, MA and surrounding areas
Fee-Only & Fiduciary Structure: Balanced Rock operates as a fee-only, fiduciary-only advisor with no product sales, ensuring their interests are directly aligned with clients' interests rather than commission-based incentives.
Values-Based Investing Expertise: They specialize in ESG-integrated investing strategies that allow clients to align their portfolios with their environmental, social, and governance values while pursuing both financial and impact goals.
Accessible Entry Point: Offers hourly financial planning services at $250/hour for clients with portfolios under $300,000, making comprehensive professional advice accessible to those building wealth.
Address: 4238 Washington St Ste 311, Boston, MA 02131
Phone: (617) 971-8323
Website: balancedrockinvestmentadvisors.com
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