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Rooks & Partners

EST. AUM
$500,000,000

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Firm Details

Metro area Tampa
CRD Number
Website rooksandpartners.com
Client types

Overview

Rooks & Partners is an Inverness, Florida–based wealth management practice that makes financial planning “clear, simple, and accessible.” Founded by advisor Justin Rooks after 14 years at a national firm, the team focuses on long-term, relationship-driven guidance across financial planning, retirement income, investment management, and generational wealth. The practice is affiliated with &Partners, a dually registered broker-dealer and investment adviser, and uses Fidelity/National Financial Services (NFS) as primary custodian for safeguarding client assets. Clients include retirees, families, entrepreneurs, physicians, and professionals seeking personalized strategies to navigate life’s milestones with confidence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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