Thanks for scheduling. We're looking forward to meeting you.
Here's a short video with our founder about what to expect.

"...simply the best. They genuinely care about their clients and truly have the heart of a teacher."

—Patrick G.

"...BLOWN AWAY by their knowledge and expertise, I feel like I have been empowered in my relationship with finances in general."

—Brooke H.

"They are knowledgeable, honest, helpful and everything we hoped for when planning our retirement. We gladly recommend them to anyone who asks."

—Kelly F.

“Working with Root Financial has taken the stress out of retirement planning and makes us feel like we are not trying to do this on our own.”

—Brian O.