Our Values

Independence is everything. Free from the constraints of outside interests, Balance Rock Investment Group operates exclusively on your behalf. We have no obligations to investment product manufacturers, no cross-sell quotas, and no home-office directives. Instead, we dedicate our time and resources to developing customized tactics for the unique challenges you face. Our independence symbolizes our commitment to your success, and it enables us to pursue your goals as if they were our own.

Integrity empowers us to provide objective advice and build tactics optimized for your success. While financial products may come and go, trusted relationships and custom plans will stay the course. That’s why we create comprehensive and flexible financial strategies that work towards the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique tactics that are customized to you and adaptable to change. When your life evolves, so should your strategies.

As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you avoid emotional mistakes and stay on the path to financial freedom.