Our Firm

At Balance Rock Investment Group, we help individuals and families enjoy life today while ensuring their goals for the future remain in clear focus. We specialize in developing retirement income strategies that place your needs first, pursuing the confidence, clarity and balance you seek as you address today’s lifestyle needs and tomorrow’s goals.

Wide Range of Expertise

Our team approach means you benefit from our advisors’ collective skills and specialized knowledge. We collaborate on the decisions that will affect your financial future. In doing so, we ensure that nothing is overlooked and confirm that the recommendations we make are strategic and based on well-formed insights and timely research. Learn more

Unbiased Opportunities

As an independent financial firm, we are under no obligation to recommend specific investment products. We are only obligated to you—to keep your best interests in mind by seeking out objective approaches and information. Learn more

Personal, Responsive Service

The Balance Rock Investment Group team lives in our local community—we are your friends and neighbors. Since 1998, we have been providing personalized financial services and retirement income planning to the region and are always accessible and at your service. Learn more