A complete list of active advisors currently associated with Rooney Wealth Management

Warmer can help you find a great advisor at Rooney Wealth Management or one who fits your needs even better.

The firm primarily manages pooled or institutional assets and provides investment management alongside ongoing financial planning services, including an Employee Benefits Optimization service added in 2026. It operates as a fee-only adviser and generally charges percentage-of-assets-under-management fees that are negotiable. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, using passive mutual funds and ETFs, ESG/screening options, and manual allocation of idle cash into money-market funds. It may employ options and other derivatives in separately managed accounts — including covered calls and cash‑secured puts — and executes trades on a non‑discretionary basis, obtaining client approval before transactions. Rooney Wealth is a recently formed, single‑principal firm (organized July 12, 2025) reporting approximately $1.07 million in non‑discretionary assets as of February 27, 2026, and it uses an ongoing planning model with an initial planning fee plus recurring monthly fees. The principal maintains a state teaching credential and may occasionally substitute teach; the firm does not aggregate block trades, does not vote client proxies, and relies on an institutional custody platform for execution and reporting.

To learn more about the advisors currently working at Rooney Wealth Management, 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.