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.

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; however, our successful business has been built on word-of-mouth referrals.