Rock Investment Advisors

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.