Balanced Rock Investment Advisors

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!”

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!

10/16/2024

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

09/19/2024

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

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.

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.

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.

08/19/2024

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

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.