Root Financial Partners is a registered investment advisor (RIA) that operates on a fee-only basis, meaning they are compensated solely by their clients and do not receive commissions for selling financial products. As a fiduciary, they are legally obligated to act in their clients' best interests. The firm specializes in creating personalized financial plans that integrate investment management, retirement planning, tax strategies, and estate planning to help clients, particularly those nearing or in retirement, achieve their long-term financial goals.

Founded in

United States