Financial advisors with heart - Root Financial
Financial advisors with heart

We help you get the most out of life with your money.

Human-first financial planning for people just like you.

"...simply the best. They genuinely care about their clients and truly have the heart of a teacher."
Patrick G.
"...knowledgeable, honest, helpful and everything we hoped for when planning our retirement."
Kelly F.
"...for the first time I feel that we can look forward to our retirement."
David W.
"I am astonished at the level of time and effort they put into working with you..."
James A.
Disclaimer

Root Financial Partners has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.

We don't do cookie-cutter financial advice.

Our process starts at your roots and is guided by your why so we can craft a plan that’s truly yours. Empathetic financial advice for real life; it’s what you and your family deserve.

We want you to walk away feeling great.

It isn’t enough to provide an excellent portfolio or financial plan. We want you to have total confidence and happiness in how it’s delivered. Sometimes that’s as simple as providing complete transparency and educating you on what’s happening.

We get it. We’re people just like you.

Get to know our lead advisors 🤝

Jordan McConnell, CFP®

Lead Financial Advisor

Katie Kavehrad, CFP®, CAP®

Lead Financial Advisor

Paul Layton, CFP®

Lead Financial Advisor

Chelsea Gonzales, CPA, CEPA®, CFP®

Lead Financial Advisor

Brandon Woods, CFP®, CKA

Lead Financial Advisor

JT Trimble, CFP®️

Lead Financial Advisor

Carly Jeavons, CFP®

Lead Financial Advisor

Chris Riboli, CFP®, CPA

Lead Financial Advisor

Jordan McConnell, CFP®

Lead Financial Advisor

Katie Kavehrad, CFP®, CAP®

Lead Financial Advisor

Paul Layton, CFP®

Lead Financial Advisor

Chelsea Gonzales, CPA, CEPA®, CFP®

Lead Financial Advisor

Here's what people are asking.

Answer

We work with people from all walks of life. That said, we are a business, and to remain viable, we must receive compensation. Our best-fit clients are those who have found some success and built a portfolio of at least $2 million. They’ve done an excellent job of saving but don’t want to be burdened with the responsibility of doing everything needed to get the most out of their money.

If we can’t work with you, we’ll do our best to answer any questions you have and point you to someone who can. Please don’t hesitate to reach out today to see what’s possible.

Answer

We’re an independent registered investment advisor. This means we’re not beholden to specific products or strategies and can recommend what’s truly the best fit for your situation. It also means we’re fiduciaries and are legally obligated to put your best interests first (it’s just what we’d do anyways). While we’re headquartered in Southern California, we primarily work with people remotely throughout the United States.

We’ll meet multiple times to kick off and hold at least two review meetings each year. You’ll get weekly educational emails, videos, and podcasts in between. Meet our team here.

Answer

We charge a fee that’s a percentage of the value of the investments we manage, which is debited directly from the account:

—1% on the first $1,000,000 we manage
—0.75% between $1,000,000 and $3,000,000
—0.50% between $3,000,000 and $10,000,000
—0.25% on amounts above $10,000,000

We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.

Answer

Our mission is to help you get the most out of life with your money. To do that means we want to take as much of the planning off your plate as possible. We help clients with:

—Retirement planning
—Investment management
—Tax planning
—Estate planning
—Insurance review
—Cash flow planning

And everything else needed to ensure you feel calm (and excited) about your financial future.

Answer

Yes.

Your CPA is excellent for accounting for what happened last year. Often, they don’t work on limiting your tax liability in the future.

At Root, we help you look at the big picture and offer strategies to optimize your spending and saving for tax efficiencies. You (or your CPA) will still be responsible for filing your return.

We can't wait to meet you.

Here's what to expect.

  • Introduction

    You’ll schedule an Explore Call with our team to see what working with Root looks like.

  • Sequoia System

    Our 4-step process formulates a plan to help you experience freedom with your finances.

  • Ongoing Service

    We continually evaluate your needs to ensure we’re optimizing what you’ve worked hard for.