Welcome to Balance Rock Investment Group

Finding the right balance between today’s needs and tomorrow’s goals is often easier said than done. Planning for your retirement and your legacy can be complicated and overwhelming. Competing priorities threaten to derail even the best laid plans. At Balance Rock Investment Group we understand that planning for your retirement can be complicated and overwhelming.

Our experienced team of advisors can help you strike the right financial balance

As independent LPL Financial advisors, we put our experience to work for you developing financial strategies designed to simplify your financial life and instill confidence that your goals for the future will remain within reach. Find out how our approach ensures that your best interests always remain our highest priority. Learn more

Our Products and Services

We specialize in investment management, retirement income planning and education planning, with access to a comprehensive suite of products and services:

INVESTMENT MANAGEMENT

  • Mutual funds
  • Stocks and bonds
  • REITs
  • Variable and fixed annuities
  • Alternative investments strategies
  • Exchange traded funds

RETIREMENT PLANNING

  • Traditional and Roth IRAs
  • Employer sponsored retirement plans
  • Tax management strategies

EDUCATION PLANNING

  • Education funding strategies
  • 529 college savings plans