About Root
I hope you learn something new and walk away with ideas on how to retire better from this video.

Root is a financial planning and advisory firm that specializes in helping people transition into retirement.

We call our process human-first financial planning: a methodology that starts at your roots and is guided by your why.

If you're interested in seeing how we can help you, schedule time to talk with us below.
Schedule Call

"...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.