Rooted Wealth Advisors

May 2025

I moved my retirement accounts from a large national firm to Rooted Wealth about two years ago. They use the same empirical data based approach to investing that the large firms use, while offering more individualized care based on goals and risk tolerance and social justice concerns. No get-rich-quick schemes or stock picking or bogus advice about hedge funds. Just good, solid practices and as much underlying information as you want. I've learned a whole lot with Rooted Wealth but the biggest benefit is I just don't worry about my future in the way I used to. Unlike the big firms where client advisers change frequently, I've had the same person who knows more about the...read full review

Jul 2024

We have been a part of the Rooted family for over 3 years. We have dealt with several different people in that time. Staff is professional and knowledgeable. Would recommend them to anyone