A complete list of active advisors currently associated with 3Roots Wealth Partners LLC

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3Roots Wealth Partners is a registered investment adviser that delivers discretionary investment management and financial planning services, including management of held‑away retirement accounts using the fintech “Pontera” and consulting for pension and profit‑sharing plans and other businesses. The brochure lists services for individuals as well, but the firm also highlights plan‑ and business‑oriented engagements alongside individualized portfolio management. The firm’s investment process references modern portfolio theory alongside fundamental, technical, cyclical, and charting analyses and includes the use of direct indexing strategies for customized index exposure, tax‑loss harvesting, and factor tilts. Adviser may also recommend third‑party managers, uses quantitative portfolio optimization and risk modeling for implementation, and conducts ongoing supervision with periodic rebalancing on a discretionary basis. Noteworthy disclosures include a small, recently formed advisory team managing roughly $92.6 million across about 106 clients, explicit use of direct indexing and held‑away account tools, an institutional relationship with Altruist for custody and noted soft‑dollar relationships with Schwab, and written Promoter/referral arrangements and insurance licensing that the firm discloses and documents as potential conflicts. These operational details—especially the combination of direct indexing, held‑away management via Pontera, and formal referral agreements—distinguish its practice model relative to many small adviser firms.

To learn more about the advisors currently working at 3Roots Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.