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Bourbonnais, IL Office

Team
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Rooted Wealth Advisors logo

Rooted Wealth Advisors

Team

Firm-wide stats for Rooted Wealth Advisors

Total advisors

8

Across 3 offices

Clients per advisor

201 Very High

Avg AUM per client

$250,196 Very Low

HNW client ratio

7% Very Low

About

Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high‑net‑worth clients, managing approximately $408.8 million in discretionary assets. Services described in the brochure include tailored portfolio construction using third‑party institutional managers, retirement and tax planning, estate planning, and delivery of written financial plans.

The firm’s investment process emphasizes fundamental analysis and the development of a client‑specific investment policy and asset allocation target, with discretionary authority granted via a limited power of attorney and quarterly account reviews. Rooted also describes operational features such as facilitating transfers into Schwab margin accounts and states it will only employ options or margin strategies if a client specifically requests them.

Compared with many peers, Rooted runs a high client load per advisor (roughly 200+ clients per advisor) and operates from multiple offices while using a team approach to provide redundancy and business continuity. The brochure also discloses that Rooted is a licensed insurance agency and that its financial professionals spend about half their time on insurance sales and services, a dual role the firm identifies as creating potential conflicts of interest and for which it has added related disclosures.

Based on Rooted Wealth Advisors

Expertise

Annuities Retirement income strategy

Based on Rooted Wealth Advisors

Occupation focus

Retired

Based on Rooted Wealth Advisors

Location

389 William Latham R Senior Drive

Bourbonnais IL 60914

Advisors at this office

6

Advisors at this office

user avatar

Noah P

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Annuities Retirement income strategy Retired
user avatar

Alexander A

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Annuities Retirement income strategy Retired
user avatar

Andrew L

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

Annuities Retirement income strategy Retired
user avatar

John S

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
user avatar

Joseph M

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Annuities Retirement income strategy Retired
user avatar

Roan C

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Roan Cannon is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL. He holds a Series 65 designation and has been with Rooted Wealth Advisors since 2024. Prior to entering the financial industry, he worked as a personal trainer at Fit Body U. Outside of advising, he continues to assist individuals in maximizing their workouts as an independent contractor personal trainer. Rooted Wealth Advisors offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
View complete list of advisors at this office
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