Root Financial Partners

Most people feel like they don't have control over their finances. Root Financial Partners was founded to address this. We developed a framework that helps people get organized, create a plan, and tak...e ownership of their financial future. We come alongside our clients as a financial guide to provide clarity and direction, leaving them free to pursue what matters most in life. And we recognize that everyone needs this type of service. That's why our firm doesn't have investment minimums. Whether your approaching retirement or just get started on your journey, we have the tools to help.