A complete list of active advisors currently associated with Root Wealth Management
Warmer can help you find a great advisor at Root Wealth Management or one who fits your needs even better.
Root Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), small businesses, trusts, and charitable organizations. The firm operates with two advisors and manages approximately $33.1 million in client assets across about 46 client relationships, indicating a relatively concentrated, hands‑on client base. As a fee‑only adviser, the firm combines fundamental analysis and Modern Portfolio Theory to construct diversified portfolios using a mix of passive and active funds, with an emphasis on asset allocation, tax considerations, and risk tolerance. Financial planning is available on both ongoing and project bases, and the firm provides a comprehensive financial plan at no additional cost for clients who meet its managed‑asset threshold. Distinctive features for a firm of this size include retirement plan services that may include acting as an ERISA 3(38) investment manager for employer plans and institutional relationships with specific custodial platforms (Altruist, Schwab, and Betterment) that supply execution, custody, and practice‑support services. The firm is newly established and registered in 2024 and discloses that legacy pricing for acquired clients may result in fee differences across accounts, which can be atypical among peers.
To learn more about the advisors currently working at Root 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.
Name |
Location |
Years of experience |
|---|---|---|
Decatur, GA
| 16
| |
Decatur, GA
| 12
|
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