At Rooted Financial we help families and individuals align their money with purpose, achieve meaningful goals and create lasting impact with confidence and purpose.

Investment advisory services are offered through Rooted Financial Group, LLC d/b/a Rooted Financial Advisors (“Rooted”), an investment adviser registered with the Securities and Exchange Commission. Rooted may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as Rooted's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Rooted with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Rooted Financial Advisors

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Rooted Financial Advisors

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