Balanced Rock Investment Advisors is an independent mission-driven financial advisor offering fee-only wealth management and financial planning services to people and organizations of all kinds. Balanced Rock always acts as a fiduciary for our clients and does not sell any financial products. Balanced Rock provides customized low-cost and tax-efficient investment strategies that can incorporate values-based selection criteria including environmental, social and governance (ESG) factors. There are no account minimums, and we always offer free introductory meetings. You can set one up online directly through our website, call, or email.
View Top Employees from Balanced Rock Investment Advisors| Website | http://balancedrockinvestmentadvisors.com |
| Revenue | $654000 |
| Employees | 5 (5 on RocketReach) |
| Founded | 2011 |
| Address | 1408 Centre St, Boston, Massachusetts 02131, US |
| Phone | (617) 971-8323 |
| Fax | (617) 934-2540 |
| Technologies |
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| Industry | Financial Services, Finance General, Wealth Management, Finance, Financial Planning, Portfolio Management, Insurance, Estate Planning, Tax Planning, Values-Based Investing (ESG, SRI) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Balanced Rock Investment Advisors Questions
The Balanced Rock Investment Advisors annual revenue was $654000 in 2024.
Dan Flannery is the President and Wealth Manager of Balanced Rock Investment Advisors.
5 people are employed at Balanced Rock Investment Advisors.
Balanced Rock Investment Advisors is based in Boston, Massachusetts.
The NAICS codes for Balanced Rock Investment Advisors are [52, 523, 52393, 5239].
The SIC codes for Balanced Rock Investment Advisors are [628, 62].
Top Balanced Rock Investment Advisors Employees
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