A complete list of active advisors currently associated with Balanced Rock Investment Advisors

Warmer can help you find a great advisor at Balanced Rock Investment Advisors or one who fits your needs even better.

Balanced Rock Investment Advisors is a fee‑only, SEC‑registered advisory firm organized as a small team that manages roughly $193 million in discretionary assets. It provides wealth management, financial planning and consulting to individuals, families, trusts, businesses, retirement plans and non‑profits, delivering both discretionary portfolio management and non‑discretionary advice for held‑away accounts. The firm’s investment process emphasizes long‑term, broadly diversified core‑satellite allocations informed by fundamental and quantitative analysis, and it may employ direct indexing, options, or concentrated sleeves where appropriate to client objectives. BRIA also offers a Values+Value service that integrates ESG screening with traditional value analysis and a DIAL‑In advisory channel that identifies direct, impact and alternative investments for clients who opt into that strategy. What distinguishes BRIA from many peers is its active facilitation of non‑public and community‑focused investments through the DIAL‑In program—investments that clients execute and document themselves—and its use of third‑party order‑management tools to advise on held‑away accounts at custodians without established firm relationships. The firm operates under a fiduciary, fee‑only model, asserts compliance with CFA Institute codes, and discloses an unusual governance connection in which a principal serves as a board observer for a kelp producer in which clients may be eligible to invest.

To learn more about the advisors currently working at Balanced Rock Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.