Balanced Rock Investment Advisors
About
Balanced Rock Investment Advisors is a fee-only, fiduciary financial planning and wealth management firm in Boston for individuals, families and organizations. It does not sell financial products or earn commissions; clients pay the firm directly, which keeps its interests aligned with theirs. Services include comprehensive financial planning, portfolio management and consulting, with a focus on values-aligned investing that uses environmental, social and governance research and impact investments to support communities and a regenerative economy.
Dan Flannery founded the firm in Boston’s Roslindale neighborhood in 2011 to offer affordable, low-fee advice to the whole community, skipping expensive offices and commission-based products. He built the business at the Roslindale Village Farmers Market, often with his wife and infant son beside him, and the firm still supports farmers markets and community events. Clients’ environmental and social concerns shaped its Values+Value investment strategy and its DIAL-In program for direct, impact, alternative and local investing.
What to Know
- Philanthropic giving advice has been offered since 2020, grounded in a systems-change approach.
- The firm buys ESG data directly to build low-cost customized portfolios.
- A free introductory meeting is available to prospective clients.
- Balanced Rock is listed in the Sustainable Business Network of Massachusetts’ Local First directory.
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