Overview

East Rock Financial Services is a fiduciary: by law, we act in your best interest. We provide ethical, personalized, financial planning. We do not sell any products or accept any commissions.

We currently have a waiting list for new clients.

Investments

We believe that your portfolio should be globally diversified across multiple types of investments. We believe in long-term investing using an asset allocation plan suitable to your risk tolerance and time horizon.

Clients

We work with a range of clients, from psychotherapists to executives, and from young families to retired couples. By law, investment advisors are not allowed to publicize client testimonials.