Balanced Rock Investment Advisors

Specialties

A local and independent Fee-​Only Financial Advisor, offering financial planning and wealth management services. Whatever your financial, investment, or retirement needs, we can help.

We don’t sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest.

Our Values+Value service provides personalized sustainable and socially responsible investment portfolios included as part of our wealth management.

Always offering free consultations.

History

Established in 2011.

Balanced Rock was founded in Roslindale, MA by Daniel M. Flannery, CFA.

Meet the Business Owner

Daniel F.

Business Owner

Dan is a lifelong investor who believes that high quality investment and financial management can help you reach your most important personal and family goals, while achieving peace of mind. Dan founded Balanced Rock and is the Portfolio Manager in addition to his roles as President and Wealth Manager.

Prior to founding Balanced Rock, Dan spent more than eight years with Cargill Investment Group Ltd. in Boston, an asset manager of private tax credit real estate equity funds for institutional investors. Dan worked as office administrator, analyst, fund accountant, and junior asset manager before working for five years as an asset manager responsible for more than $ 90M of equity investments and $ 200M of total assets across multiple funds. Dan graduated with honors from the University of Pittsburgh with a B.A. in Political Science. In 2009 Dan earned his CFA (Chartered Financial Analyst) Charter from the CFA Institute.