A complete list of active advisors currently associated with Root Financial Partners

Warmer can help you find a great advisor at Root Financial Partners or one who fits your needs even better.

Root Financial Partners serves individual and high‑net‑worth households, as well as trusts, estates, charitable organizations, pension and profit‑sharing plans, and small business owners, offering discretionary portfolio management and comprehensive financial planning. The firm provides tailored investment management (including use of sub‑advisers and separately managed account strategies), ongoing planning engagements, and limited support or solicitation arrangements for held‑away retirement accounts. Root generally emphasizes an asset‑class, passive investment framework using index funds and ETFs to construct diversified portfolios, while also making available active and alternative strategies through vetted sub‑advisers. Disclosures show the firm may allocate client assets to municipal SMAs, long/short strategies, private pooled vehicles, and structured or derivative positions when suitability and client authorization warrant, and Root conducts ongoing due diligence and oversight of third‑party managers. Notable features include a dedicated Vista Private Wealth offering for households with roughly $10 million of investable assets managed by the firm (with some flexibility for clients approaching liquidity events), a year‑round subscription planning option, and paid online educational academies for self‑directed learning. Root’s combination of traditional passive management alongside access to complex strategies, plus its role as a solicitor for unaffiliated advisers on held‑away plans, differentiates its service mix from many peers.

To learn more about the advisors currently working at Root Financial Partners, 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.