About Rooted Wealth Advisors
Reviews for Rooted Wealth Advisors
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Monday: ClosedTuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Rooted Wealth Advisors is a local financial planning and investment service based in Champaign, Illinois. They believe in working hard for their clients' money and families, offering services such as investment planning, retirement planning, and wealth management. Rooted Wealth Advisors aims to help their community plan for the future and is looking to expand to serve more surrounding areas. Clients praise Rooted Wealth Advisors for their personalized approach, using empirical data-driven investing while considering clients' goals, risk tolerance, and social justice concerns. Unlike larger firms, Rooted Wealth Advisors provide consistent, knowledgeable advisors who can answer complex questions. They also offer additional services like estate attorney referrals and client events, creating a positive, community-oriented experience. Overall, Rooted Wealth Advisors is highly recommended for their professional, knowledgeable staff, their ability to build wealth even in challenging economic times, and their commitment to their clients' financial well-being and peace of mind.
Thank you a much for hosting such a wonderful event. This was my first time at a Rooted event. You did a fantastic with all of the details and I especially noticed the fine detail in the orange peels in the cocktails. branding the rooted tree was over the top! Yay!
Wonderful atmosphere, dinner and company. Great way to meet and talk with other Rooted people and clients. GREATLY APPRECIATE all you do when looking out for the interests of your clients. You make us feel important and like family 💕
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