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Organization / Workplace
Roslindale, Massachusetts United States
Industry
Finance / Banking / Insurance
Website
About
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.
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Presentations(2)Ìý

Balanced rock company presentation 2015.4.2
Balanced rock company presentation 2015.4.2Balanced rock company presentation 2015.4.2
Balanced rock company presentation 2015.4.2
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Let your Values Guide your Investing: Socially Responsible, ESG & Impact Investing
Let your Values Guide your Investing: Socially Responsible, ESG & Impact InvestingLet your Values Guide your Investing: Socially Responsible, ESG & Impact Investing
Let your Values Guide your Investing: Socially Responsible, ESG & Impact Investing
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