Rooted Financial Advisors
Vision – Inspiring a values-based financial planning movement that empowers generations to live with alignment, contentment, and lasting impact.
Mission – Helping families and individuals align their money with their purpose, achieve meaningful goals and create lasting impact with confidence and contentment.
Our Values
We Serve with Purpose
We give without expectation, lead with generosity, and make a meaningful impact in the lives of others.
We Act With Integrity & Trust
We act with honesty, build lasting relationships, and do what’s right, even when no one is watching.
We Continually Grow & Adapt
We embrace change, pursue excellence, and continuously learn to prepare for what’s next.
We Are Stronger Together
We collaborate, support one another, and believe that lasting success comes from teamwork and shared vision.
We Bring J.O.Y.
We bring a servants heart to our interactions and create a positive impact by leading with gratitude, enthusiasm, and purpose, making every interaction uplifting and meaningful.