Balanced Rock Investment Advisors

Balanced Rock Investment Advisors Balanced Rock is a local and independently-owned, mission-driven advisor offering fee-only and fiduc

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 q

uality 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. There are no account minimums and we always offer free introductory consultations.

10/24/2025

Spooked by retirement? Worried your financial plan has lost its way? Let Balanced Rock help bring clarity and confidence to your financial future.

Our fiduciary, fee-only Registered Investment Advisers build comprehensive, goal-based financial plans and diversified portfolios designed around your unique values and long-term goals. No tricks—just thoughtful, objective advice focused on your best interests.

Treat yourself this Saturday and stop by our table to pick our brains, sign up for a free, no-obligation intro meeting, or just to say “Happy Halloween!”

The Balanced Rock team had a great time at Saturday’s Roslindale Village Main Street Farmers Market! It was such a beaut...
09/16/2025

The Balanced Rock team had a great time at Saturday’s Roslindale Village Main Street Farmers Market! It was such a beautiful day connecting with all of our neighbors. Thanks for stopping by! If you missed us at the market, you can still schedule your free intro meeting with us right here: balancedrockinvestmentadvisors.com

11/08/2024

Here's what you need to know

10/25/2024

Tips & Treats with Balanced Rock Investment Advisors!

Stop by the Balanced Rock Investment Advisors table this Saturday for tips & treats! Sign up for a free introductory meeting and newsletter packed with tips and insights. Ask about why October is national financial planning month and how an updated plan might be a treat. Show off your favorite Halloween costume and just stop by to say “Boo!” They’re proud to be abiding sponsors of RVMS!

Balanced Rock Investment Advisors is proud to sponsor Roslindale Open Studios this weekend!
10/16/2024

Balanced Rock Investment Advisors is proud to sponsor Roslindale Open Studios this weekend!

Balanced Rock Investment Advisors is proud to support Roslindale Porch Fest this weekend!
09/19/2024

Balanced Rock Investment Advisors is proud to support Roslindale Porch Fest this weekend!

Your estate plan should simplify, not complicate. Discover 13 common mistakes and how to avoid them to ensure your inten...
09/07/2024

Your estate plan should simplify, not complicate. Discover 13 common mistakes and how to avoid them to ensure your intentions are clear.

Avoid these estate planning mistakes.

Updating your estate plan is key to avoiding future headaches. Our guide reveals why frequent reviews are essential and ...
08/31/2024

Updating your estate plan is key to avoiding future headaches. Our guide reveals why frequent reviews are essential and what other mistakes to watch out for.

Start by learning what NOT to do.

Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest...
08/24/2024

Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest guide breaks down 13 common mistakes in estate planning and offers practical solutions.

Learn 13 ways to protect your legacy.

We had at great time at the Roslindale Village Main Street farmers market this weekend!
08/19/2024

We had at great time at the Roslindale Village Main Street farmers market this weekend!

Have you been meaning to start or revisit your estate plan? Here are 13 common mistakes and how to dodge them.
08/15/2024

Have you been meaning to start or revisit your estate plan? Here are 13 common mistakes and how to dodge them.

This 15-minute read could change your family's future.

07/24/2024

Here's what you need to know.

Address

4238 Washington Street , Suite 311
Roslindale, MA
02131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 10am - 5pm

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