Balanced Rock Investment Advisors

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