Balanced Rock Investment Advisors of Boston
Run a free full auditContact Information
-
Address
Financial planner · · 4238 Washington St Ste 311
Boston, MA 02131 -
Phone
(617) 971-8323 -
Facebook page
facebook.com/BalancedRockIA
Location
About Balanced Rock Investment Advisors of Boston
Balanced Rock Investment Advisors is a financial planner in Boston, MA. The firm provides fee-only fiduciary financial planning and wealth management, specializing in values-aligned investing for individuals and families. Their services include comprehensive financial planning and wealth management, featuring ESG research and impact investing through their Values+Value® offerings.
The firm was founded in 2011 by Daniel M. Flannery, who serves as President and Portfolio Manager. Built on the principles of fairness, respect, and long-term thinking, the practice focuses on providing accessible, affordable advice without the use of commission-based products. The team utilizes Environmental, Social, and Governance (ESG) research to help clients align their investments with their personal values. Their approach emphasizes a personalized relationship designed to understand a client's specific goals, values, and risk orientation.
Located on Washington Street, the office is situated near the Roslindale Branch Library and is a short walk from the Roslindale Post Office. The business is also close to Irving W. Adams Park and The Substation.
The business maintains thorough, well-documented information online, and their website is well-optimized for search engines.
Balanced Rock Investment Advisors provides transparent, fiduciary-focused financial planning to the greater Boston area.
Services:
- ESG & Impact Investing
- Financial Planning
- Philanthropy Advice
- Portfolio Management
- Wealth Management
Score Summary
BizScoreAI scanned the website balancedrockinvestmentadvisors.com on June 20, 2026. Balanced Rock Investment Advisors of Boston has a BizScore of 61 out of 100.
- AI Visibility45 out of 100
- SEO75 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 11 of 25 points, Content Readiness 8 of 30 points, AI Trust Signals 16 of 20 points.
Website audit sub-scores (out of 100): On-Page 70, Technical 87, Performance 71, Content 70.
Strengths: 7 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, Rich Schema Types, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 6 checks. llms.txt (failed), FAQPage Schema (failed), Q&A Content (failed), Speakable Schema (warning), Weak Heading Structure (warning), Author Signals (warning).
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