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Rooted in Doing What’s Best for You — Always

Retiring with confidence means planning with your best retirement lifestyle in mind. And that’s exactly what we offer. Rooted in good old-fashioned hard work, our retirement strategies deliver the freedom to choose what’s next in the years ahead — because we believe they’re the best ones yet.
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Get the most out of retirement. Get the most out of life.

Using these key areas of retirement planning as a basis for your strategy, we create a clear and easy-to-understand path to financial freedom so you can do more with those you love most. Because wealth isn’t just about having money; it’s about having options.

Income

We help to ensure your expenses are paid for the rest of your life.

Investments

We’ll talk risk tolerance, portfolio fees, volatility control, and our overall approach.

Health Care

We’ll look at Medicare and long-term care options to address rising costs.

Tax

We’ll look at ways to include tax-deferred or tax-free money in your strategy.

Legacy

Together, we’ll create a tax-efficient plan for your beneficiaries.

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Meet The Rooted Wealth Team

Meet the team of passionate professionals dedicated to helping you know and, most importantly, feel that your finances are on the right track to deliver your ideal retirement lifestyle.
Get To Know The Rooted Team

Is Your Retirement on Track?

Overwhelmed by retirement decisions? Unsure if you’re making the right ones? Unclear on whether you can retire? Find out by taking our short retirement quiz.
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Visit Rooted Wealth

Visit Rooted and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!
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Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful. Any references to guarantees relate only to insurance products and are based on the claims paying ability of the underlying insurance company. Rooted Wealth Advisors (“Rooted”) is a registered investment adviser offering advisory services in the State(s) of Illinois and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Rooted in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rooted, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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