At RockWay Wealth Partners, we strive to stand out from the average firm in several ways...

Our Values- at the heart of all we do. 
Rock (Matthew 7:25) - Providing a solid financial foundation. 
Way (John 14:6) - Providing a plan to follow with guidance along the way. 
Integrity. 
Service Before Self. 
Excellence In All We Do. 

Our Independence- 
We are not confined to any proprietary corporate influences or products, sales quotas. Instead, as Fiduciaries, we educate on solutions we believe best align with your unique situation, values & goals. 
For Retirement Plans, we can utilize any company that provides services, giving you great value in finding service providers who are a good fit in working with your organization and being good teammates.
For Wealth Management, while we utilize an independent custodian, LPL Financial, a Fortune 500 firm, with comprehensive services & resources, then we deliver education & tailoring of a boutique practice. 

Professional Collaboration- 
We take an interdisciplinary approach in hopes of serving you as part of a comprehensive suite of services. 
We're happy to collaborate with any other professionals you currently work with, to leverage the power of teamwork. If you require non-financial resources, we’ve formed relationships with other professionals whose mission aligns with our own. 
We collaborate with a diverse range of experienced professionals, including CPAs, Attorneys, Employee Benefits, Insurance Agents (property, casualty, commercial), Bankers, Payroll & HR Outsourcing, Corporate Finance, Business Valuation, M & A, Real Estate, and Private Equity.

Our Role as Your Partner- 
We are committed to building lifelong & trusted relationships with each of our clients. We serve as a reliable and skillful resource to our clients by explaining the reasoning behind our recommendations, educating you on your opportunities and risk. We can help you feel confident in your desired outcomes and empowered to make pivotal decisions.

RockWay Wealth Partners

Org chart

Teams

Offices