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鈥檙e 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.
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
