Work With Me

See how a custom retirement strategy makes all the difference.

If your frustrated and confused not knowing if you’re doing everything possible to make the most of your money, we can help. We apply our custom retirement planning framework to show you a clear path from where you are to where you want to be.

Best of all, we never receive any commissions for any of the work we do. As a fiduciary advisor, Root Financial Partners is legally required to act in your best interest and the only compensation we’ll ever receive comes from clients, not from product companies.