Balanced Rock Investment Advisors

Financial Services • 1408 Centre St, Boston, United States • 1-10 Employees

Company overview

Headquarters	1408 Centre St, Boston, Massachusetts 02131, US
Phone number	+16179718323
Websites	balancedrockinvestmentadvisors.com balancedrockia.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, Portfolio Management, Insurance, Financial Planning, Estate Planning, Sri), Values-Based Investing (Esg
Founded	2011
Employees	1-10
Socials

Key Contact at Balanced Rock Investment Advisors

Dan Flannery

President & Wealth Manager

Balanced Rock Investment Advisors Email Formats

Balanced Rock Investment Advisors uses 1 email format. The most common is {first name} (e.g., john@balancedrockia.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@balancedrockia.com	100%

About Balanced 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.

Balanced Rock Investment Advisors revenue & valuation

Annual revenue	$6,324,387
Revenue per employee	$1,265,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$20,300,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Balanced Rock Investment Advisors has never raised funding before.

Balanced Rock Investment Advisors Tech Stack

Discover the technologies and tools that power Balanced Rock Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

jQuery CDN

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Ads

Advertising

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Adobe Fonts

Font scripts

Emotion

Development

Priority Hints

Performance

Squarespace Commerce

Ecommerce

Frequently asked questions

Balanced Rock Investment Advisors is located in 1408 Centre St, Boston, US.

You can reach Balanced Rock Investment Advisors at +16179718323.

Balanced Rock Investment Advisors was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Balanced Rock Investment Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Balanced Rock Investment Advisors

Dan Flannery

President & Wealth Manager

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