A complete list of active advisors currently associated with Roots First Wealth Management

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

Roots First Wealth Management serves primarily individual clients through discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan services. The firm reports managing about $16.6 million for roughly 33 clients across two advisors and generally charges fees based on assets under management. RFWM constructs diversified portfolios informed by modern portfolio theory and uses both fundamental and technical analysis to set allocations and manage risk. In practice the firm may subscribe to model portfolios (including Altruist’s Model Marketplace), engage sub‑advisors or AE Wealth Management solutions, and exercises discretionary authority with periodic (quarterly) account reviews. Compared with many peers, RFWM publicly offers educational seminars and workshops and provides retirement-plan participant education as part of its services, and the brochure notes the firm’s advisors also operate as licensed insurance agents and provide tax-preparation services. The firm discloses that principals devote a material portion of their time to insurance and tax activities and may receive external compensation for those products, and it does not emphasize a high‑net‑worth client focus.

To learn more about the advisors currently working at Roots First 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.